LWCFA
RFV icon

Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P MidCap 400 Pure Value ETF RFV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RFV Stock Details RFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-970
Closed -$94K – 699
2021
Q4 		$94K Buy
+970
New +$92.4K ﹤0.01% 391

Other funds holding RFV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P MidCap 400 Pure Value ETF (RFV) in Q1 2022, closing a stake of 970 shares — an estimated $94K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RFV in Q4 2021 and held it in 1 quarter. The position peaked at $94K in Q4 2021. 47 funds tracked by Wall St. Rank hold RFV as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P MidCap 400 Pure Value ETF position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 970 Invesco S&P MidCap 400 Pure Value ETF shares in Q1 2022, an estimated $94K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P MidCap 400 Pure Value ETF in Q4 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P MidCap 400 Pure Value ETF position peaked at $94K in Q4 2021.
  • 47 funds tracked by Wall St. Rank held Invesco S&P MidCap 400 Pure Value ETF as of Q1 2022.

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