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Loring Wolcott & Coolidge Fiduciary Advisors’s RE/MAX Holdings RMAX Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RMAX Stock Details RMAX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-165
Closed -$6K – 611
2020
Q4 		$6K Buy
+165
New +$5.62K ﹤0.01% 678

Other funds holding RMAX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAM
Aureus Asset Management Boston, Massachusetts $1.5B AUM 20.3% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's RMAX Position: Q1 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of RE/MAX Holdings (RMAX) in Q1 2021, closing a stake of 165 shares — an estimated $6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RMAX in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 140 funds tracked by Wall St. Rank hold RMAX as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining RE/MAX Holdings position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 165 RE/MAX Holdings shares in Q1 2021, an estimated $6K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RE/MAX Holdings in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's RE/MAX Holdings position peaked at $6K in Q4 2020.
  • 140 funds tracked by Wall St. Rank held RE/MAX Holdings as of Q1 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2021, filed 14 Apr 2021.