Loring Wolcott & Coolidge Fiduciary Advisors’s Wayfair W Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-500	Closed	-$128K	–	772
2021 Q3	$128K	Hold	500	–	–	﹤0.01%	359
2021 Q2	$158K	Buy	+500	New	+$157K	﹤0.01%	348
2021 Q1	–	Sell	-500	Closed	-$113K	–	704
2020 Q4	$113K	Sell	500 -175	-26%	-$46.5K	﹤0.01%	335
2020 Q3	$196K	Sell	675 -325	-33%	-$88.9K	﹤0.01%	261
2020 Q2	$198K	Hold	1,000	–	–	﹤0.01%	248
2020 Q1	$53K	Hold	1,000	–	–	﹤0.01%	370
2019 Q4	$90K	Hold	1,000	–	–	﹤0.01%	358
2019 Q3	$112K	Hold	1,000	–	–	﹤0.01%	325
2019 Q2	$146K	Hold	1,000	–	–	﹤0.01%	294
2019 Q1	$148K	Hold	1,000	–	–	﹤0.01%	284
2018 Q4	$90K	Hold	1,000	–	–	﹤0.01%	333
2018 Q3	$148K	Hold	1,000	–	–	﹤0.01%	294
2018 Q2	$119K	Hold	1,000	–	–	﹤0.01%	335
2018 Q1	$68K	Hold	1,000	–	–	﹤0.01%	404
2017 Q4	$80K	Buy	+1,000	New	+$70.3K	﹤0.01%	387
2016 Q3	–	Sell	-302	Closed	-$12K	–	645
2016 Q2	$12K	Buy	+302	New	+$12K	﹤0.01%	530

Other funds holding W

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

PGP

Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's W Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wayfair (W) in Q4 2021, closing a stake of 500 shares — an estimated $128K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in W in Q2 2016 and held it in 16 quarters. The position peaked at $198K in Q2 2020. 426 funds tracked by Wall St. Rank hold W as of Q4 2021.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wayfair position as of Q4 2021 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 500 Wayfair shares in Q4 2021, an estimated $128K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wayfair in Q2 2016 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Wayfair position peaked at $198K in Q2 2020.
426 funds tracked by Wall St. Rank held Wayfair as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.