LWCFA
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Loring Wolcott & Coolidge Fiduciary Advisors’s RH RH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RH Stock Details RH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-19
Closed -$10K – 700
2021
Q4 		$10K Hold
19
– – ﹤0.01% 602
2021
Q3 		$13K Hold
19
– – ﹤0.01% 562
2021
Q2 		$13K Buy
+19
New +$12.3K ﹤0.01% 589
2021
Q1 		– Sell
-19
Closed -$9K – 608
2020
Q4 		$9K Buy
+19
New +$7.83K ﹤0.01% 589

Other funds holding RH

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
DCP
Darsana Capital Partners New York $4.7B AUM 50.56% 1-Year Est. Return
DCP
Durable Capital Partners Bethesda, Maryland $9.71B AUM 26.27% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of RH (RH) in Q1 2022, closing a stake of 19 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RH in Q4 2020 and held it in 4 quarters. The position peaked at $13K in Q3 2021. 465 funds tracked by Wall St. Rank hold RH as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining RH position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 19 RH shares in Q1 2022, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RH in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's RH position peaked at $13K in Q3 2021.
  • 465 funds tracked by Wall St. Rank held RH as of Q1 2022.

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