LWCFA
TBI

Loring Wolcott & Coolidge Fiduciary Advisors’s Trueblue TBI Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio TBI Stock Details TBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-384
Closed -$11K – 711
2021
Q4 		$11K Hold
384
– – ﹤0.01% 591
2021
Q3 		$10K Hold
384
– – ﹤0.01% 594
2021
Q2 		$11K Buy
+384
New +$10.2K ﹤0.01% 622
2021
Q1 		– Sell
-384
Closed -$7K – 654
2020
Q4 		$7K Buy
+384
New +$6.91K ﹤0.01% 647

Other funds holding TBI

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Trueblue (TBI) in Q1 2022, closing a stake of 384 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in TBI in Q4 2020 and held it in 4 quarters. The position peaked at $11K in Q4 2021. 183 funds tracked by Wall St. Rank hold TBI as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Trueblue position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 384 Trueblue shares in Q1 2022, an estimated $11K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Trueblue in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Trueblue position peaked at $11K in Q4 2021.
  • 183 funds tracked by Wall St. Rank held Trueblue as of Q1 2022.

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