LWCFA
PGRE

Loring Wolcott & Coolidge Fiduciary Advisors’s Paramount Group PGRE Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PGRE Stock Details PGRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-541
Closed -$5K – 887
2021
Q2 		$5K Buy
+541
New +$5.76K ﹤0.01% 742

Other funds holding PGRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's PGRE Position: Q3 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Paramount Group (PGRE) in Q3 2021, closing a stake of 541 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PGRE in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 183 funds tracked by Wall St. Rank hold PGRE as of Q3 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Paramount Group position as of Q3 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 541 Paramount Group shares in Q3 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Paramount Group in Q2 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Paramount Group position peaked at $5K in Q2 2021.
  • 183 funds tracked by Wall St. Rank held Paramount Group as of Q3 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.