Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco WilderHill Clean Energy ETF PBW Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-101	Closed	-$7K	–	693
2021 Q4	$7K	Buy	+101	New	+$8.26K	﹤0.01%	639

Other funds holding PBW

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PBW Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco WilderHill Clean Energy ETF (PBW) in Q1 2022, closing a stake of 101 shares — an estimated $7K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PBW in Q4 2021 and held it in 1 quarter. The position peaked at $7K in Q4 2021. 219 funds tracked by Wall St. Rank hold PBW as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco WilderHill Clean Energy ETF position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 101 Invesco WilderHill Clean Energy ETF shares in Q1 2022, an estimated $7K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco WilderHill Clean Energy ETF in Q4 2021 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco WilderHill Clean Energy ETF position peaked at $7K in Q4 2021.
219 funds tracked by Wall St. Rank held Invesco WilderHill Clean Energy ETF as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.