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Loring Wolcott & Coolidge Fiduciary Advisors’s ProShares S&P 500 Dividend Aristocrats ETF NOBL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio NOBL Stock Details NOBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-314
Closed -$16.6K – 574
2024
Q3 		$16.6K Buy
+314
New +$15.9K ﹤0.01% 467

Other funds holding NOBL

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's NOBL Position: Q4 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of ProShares S&P 500 Dividend Aristocrats ETF (NOBL) in Q4 2024, closing a stake of 314 shares — an estimated $16.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in NOBL in Q3 2024 and held it in 1 quarter. The position peaked at $16.6K in Q3 2024. 796 funds tracked by Wall St. Rank hold NOBL as of Q4 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining ProShares S&P 500 Dividend Aristocrats ETF position as of Q4 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 314 ProShares S&P 500 Dividend Aristocrats ETF shares in Q4 2024, an estimated $16.6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in ProShares S&P 500 Dividend Aristocrats ETF in Q3 2024 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's ProShares S&P 500 Dividend Aristocrats ETF position peaked at $16.6K in Q3 2024.
  • 796 funds tracked by Wall St. Rank held ProShares S&P 500 Dividend Aristocrats ETF as of Q4 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2024, filed 28 Jan 2025.