Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco S&P 500 Equal Weight Consumer Discretionary ETF RSPD Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio RSPD Stock Details RSPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-1,659	Closed	-$87K	–	705
2021 Q4	$87K	Buy	+1,659	New	+$84.9K	﹤0.01%	406

Other funds holding RSPD

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MTWSIF

Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Marks Wealth Annapolis, Maryland $462M AUM 52.29% 1-Year Est. Return

FIM

Freedom Investment Management Hartford, Connecticut $337M AUM 22.95% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco S&P 500 Equal Weight Consumer Discretionary ETF (RSPD) in Q1 2022, closing a stake of 1,659 shares — an estimated $87K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in RSPD in Q4 2021 and held it in 1 quarter. The position peaked at $87K in Q4 2021. 93 funds tracked by Wall St. Rank hold RSPD as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco S&P 500 Equal Weight Consumer Discretionary ETF position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,659 Invesco S&P 500 Equal Weight Consumer Discretionary ETF shares in Q1 2022, an estimated $87K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco S&P 500 Equal Weight Consumer Discretionary ETF in Q4 2021 and held it in 1 quarter.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco S&P 500 Equal Weight Consumer Discretionary ETF position peaked at $87K in Q4 2021.
93 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight Consumer Discretionary ETF as of Q1 2022.

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