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Loring Wolcott & Coolidge Fiduciary Advisors’s Qualys QLYS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio QLYS Stock Details QLYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,053
Closed -$455K – 608
2022
Q4 		$455K Hold
4,053
– – 0.01% 206
2022
Q3 		$565K Sell
4,053
-859
-17% -$121K 0.01% 188
2022
Q2 		$620K Hold
4,912
– – 0.01% 189
2022
Q1 		$700K Sell
4,912
-990
-17% -$126K 0.01% 187
2021
Q4 		$810K Hold
5,902
– – 0.01% 191
2021
Q3 		$657K Sell
5,902
-936
-14% -$103K 0.01% 197
2021
Q2 		$689K Sell
6,838
-64
-0.9% -$6.51K 0.01% 197
2021
Q1 		$723K Sell
6,902
-26,220
-79% -$2.93M 0.01% 180
2020
Q4 		$4.04M Sell
33,122
-43
-0.1% -$4.25K 0.05% 93
2020
Q3 		$3.25M Buy
33,165
+3,405
+11% +$364K 0.04% 98
2020
Q2 		$3.1M Buy
29,760
+1,580
+6% +$166K 0.04% 96
2020
Q1 		$2.45M Buy
28,180
+3,285
+13% +$276K 0.04% 94
2019
Q4 		$2.08M Buy
24,895
+9,610
+63% +$797K 0.03% 115
2019
Q3 		$1.16M Hold
15,285
– – 0.02% 146
2019
Q2 		$1.33M Sell
15,285
-1,810
-11% -$156K 0.02% 137
2019
Q1 		$1.41M Buy
17,095
+3,265
+24% +$272K 0.02% 134
2018
Q4 		$1.03M Buy
13,830
+5,050
+58% +$381K 0.02% 145
2018
Q3 		$782K Hold
8,780
– – 0.01% 175
2018
Q2 		$740K Buy
+8,780
New +$706K 0.01% 181

Other funds holding QLYS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's QLYS Position: Q1 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Qualys (QLYS) in Q1 2023, closing a stake of 4,053 shares — an estimated $455K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QLYS in Q2 2018 and held it in 19 quarters. The position peaked at $4.04M in Q4 2020. 390 funds tracked by Wall St. Rank hold QLYS as of Q1 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Qualys position as of Q1 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4,053 Qualys shares in Q1 2023, an estimated $455K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Qualys in Q2 2018 and held it in 19 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Qualys position peaked at $4.04M in Q4 2020.
  • 390 funds tracked by Wall St. Rank held Qualys as of Q1 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2023, filed 2 May 2023.