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Loring Wolcott & Coolidge Fiduciary Advisors’s Wabash National WNC Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio WNC Stock Details WNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-517
Closed -$10K – 724
2021
Q4 		$10K Hold
517
– – ﹤0.01% 606
2021
Q3 		$8K Hold
517
– – ﹤0.01% 627
2021
Q2 		$8K Buy
+517
New +$8.88K ﹤0.01% 685
2021
Q1 		– Sell
-517
Closed -$9K – 715
2020
Q4 		$9K Buy
+517
New +$8.37K ﹤0.01% 594

Other funds holding WNC

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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wabash National (WNC) in Q1 2022, closing a stake of 517 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WNC in Q4 2020 and held it in 4 quarters. The position peaked at $10K in Q4 2021. 182 funds tracked by Wall St. Rank hold WNC as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wabash National position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 517 Wabash National shares in Q1 2022, an estimated $10K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wabash National in Q4 2020 and held it in 4 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Wabash National position peaked at $10K in Q4 2021.
  • 182 funds tracked by Wall St. Rank held Wabash National as of Q1 2022.

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