LWCFA
RAYC

Loring Wolcott & Coolidge Fiduciary Advisors’s Rayliant Quantamental China Equity ETF RAYC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RAYC Stock Details RAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-592
Closed -$9.05K – 648
2023
Q2 		$9.05K Buy
+592
New +$9.62K ﹤0.01% 546

Other funds holding RAYC

CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Rayliant Quantamental China Equity ETF (RAYC) in Q3 2023, closing a stake of 592 shares — an estimated $9.05K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RAYC in Q2 2023 and held it in 1 quarter. The position peaked at $9.05K in Q2 2023. 5 funds tracked by Wall St. Rank hold RAYC as of Q3 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Rayliant Quantamental China Equity ETF position as of Q3 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 592 Rayliant Quantamental China Equity ETF shares in Q3 2023, an estimated $9.05K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Rayliant Quantamental China Equity ETF in Q2 2023 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Rayliant Quantamental China Equity ETF position peaked at $9.05K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held Rayliant Quantamental China Equity ETF as of Q3 2023.

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