LWCFA
QUS icon

Loring Wolcott & Coolidge Fiduciary Advisors’s State Street SPDR MSCI USA StrategicFactors ETF QUS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio QUS Stock Details QUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-504
Closed -$62K – 647
2023
Q2 		$62K Buy
+504
New +$59.5K ﹤0.01% 407

Other funds holding QUS

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
TWM
Tolleson Wealth Management Dallas, Texas $685M AUM 15.32% 1-Year Est. Return
SWA
SFMG Wealth Advisors Plano, Texas $1.48B AUM 15.85% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
ES
Eagle Strategies New York $1.01B AUM 26.85% 1-Year Est. Return
SMM
Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
GWAG
Garrett Wealth Advisory Group Weatherford, Texas $651M AUM 23.69% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's QUS Position: Q3 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of State Street SPDR MSCI USA StrategicFactors ETF (QUS) in Q3 2023, closing a stake of 504 shares — an estimated $62K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QUS in Q2 2023 and held it in 1 quarter. The position peaked at $62K in Q2 2023. 128 funds tracked by Wall St. Rank hold QUS as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining State Street SPDR MSCI USA StrategicFactors ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 504 State Street SPDR MSCI USA StrategicFactors ETF shares in Q3 2023, an estimated $62K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in State Street SPDR MSCI USA StrategicFactors ETF in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's State Street SPDR MSCI USA StrategicFactors ETF position peaked at $62K in Q2 2023.
  • 128 funds tracked by Wall St. Rank held State Street SPDR MSCI USA StrategicFactors ETF as of Q3 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.