Loring Wolcott & Coolidge Fiduciary Advisors’s Nasdaq NDAQ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-69	Closed	-$4K	–	666
2022 Q1	$4K	Hold	69	–	–	﹤0.01%	599
2021 Q4	$5K	Hold	69	–	–	﹤0.01%	656
2021 Q3	$4K	Sell	69 -51	-43%	-$3.21K	﹤0.01%	674
2021 Q2	$7K	Buy	+120	New	+$6.6K	﹤0.01%	699
2021 Q1	–	Sell	-117	Closed	-$5K	–	557
2020 Q4	$5K	Buy	117 +48	+70%	+$2.03K	﹤0.01%	688
2020 Q3	$3K	Hold	69	–	–	﹤0.01%	561
2020 Q2	$3K	Hold	69	–	–	﹤0.01%	555
2020 Q1	$2K	Hold	69	–	–	﹤0.01%	618
2019 Q4	$2K	Hold	69	–	–	﹤0.01%	651
2019 Q3	$2K	Hold	69	–	–	﹤0.01%	646
2019 Q2	$2K	Hold	69	–	–	﹤0.01%	666
2019 Q1	$2K	Hold	69	–	–	﹤0.01%	649
2018 Q4	$2K	Hold	69	–	–	﹤0.01%	637
2018 Q3	$2K	Hold	69	–	–	﹤0.01%	606
2018 Q2	$2K	Hold	69	–	–	﹤0.01%	618
2018 Q1	$2K	Hold	69	–	–	﹤0.01%	666
2017 Q4	$2K	Hold	69	–	–	﹤0.01%	656
2017 Q3	$2K	Buy	+69	New	+$1.72K	﹤0.01%	657

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NDAQ Position: Q2 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Nasdaq (NDAQ) in Q2 2022, closing a stake of 69 shares — an estimated $4K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NDAQ in Q3 2017 and held it in 18 quarters. The position peaked at $7K in Q2 2021. 644 funds tracked by Wall St. Rank hold NDAQ as of Q2 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Nasdaq position as of Q2 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 69 Nasdaq shares in Q2 2022, an estimated $4K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Nasdaq in Q3 2017 and held it in 18 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Nasdaq position peaked at $7K in Q2 2021.
644 funds tracked by Wall St. Rank held Nasdaq as of Q2 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.