LWCFA
PPBI

Loring Wolcott & Coolidge Fiduciary Advisors’s Pacific Premier Bancorp PPBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio PPBI Stock Details PPBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-287
Closed -$11K – 697
2021
Q4 		$11K Hold
287
– – ﹤0.01% 588
2021
Q3 		$12K Hold
287
– – ﹤0.01% 574
2021
Q2 		$12K Buy
+287
New +$12.7K ﹤0.01% 606
2021
Q1 		– Sell
-287
Closed -$9K – 598
2020
Q4 		$9K Buy
+287
New +$7.97K ﹤0.01% 587

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Pacific Premier Bancorp (PPBI) in Q1 2022, closing a stake of 287 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in PPBI in Q4 2020 and held it in 4 quarters. The position peaked at $12K in Q3 2021. 231 funds tracked by Wall St. Rank hold PPBI as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Pacific Premier Bancorp position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 287 Pacific Premier Bancorp shares in Q1 2022, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Pacific Premier Bancorp in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Pacific Premier Bancorp position peaked at $12K in Q3 2021.
  • 231 funds tracked by Wall St. Rank held Pacific Premier Bancorp as of Q1 2022.

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