LWCFA
STR

Loring Wolcott & Coolidge Fiduciary Advisors’s Sitio Royalties STR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio STR Stock Details STR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-434
Closed -$5K – 649
2020
Q4 		$5K Buy
+434
New +$4.4K ﹤0.01% 692

Other funds holding STR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
CLG
Cooperman Leon G $3.05B AUM 42.78% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Sitio Royalties (STR) in Q1 2021, closing a stake of 434 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in STR in Q4 2020 and held it in 1 quarter. The position peaked at $5K in Q4 2020. 88 funds tracked by Wall St. Rank hold STR as of Q1 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Sitio Royalties position as of Q1 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 434 Sitio Royalties shares in Q1 2021, an estimated $5K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Sitio Royalties in Q4 2020 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Sitio Royalties position peaked at $5K in Q4 2020.
  • 88 funds tracked by Wall St. Rank held Sitio Royalties as of Q1 2021.

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