Loring Wolcott & Coolidge Fiduciary Advisors LLP Closed Holding Positions

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
Cyrusone Inc
Q1 2022 Filed on Apr 13, 2022
55
N/A
DT
Dynatrace, Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
21
$38.66 - $59.3 $812 - $1.25K
ERIC
Ericsson Lm Telephone CO

Technology
Q1 2022 Filed on Apr 13, 2022
248
$7.71 - $12.75 $1.91K - $3.16K
THRM
Gentherm Inc

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
32
$63.62 - $98.58 $2.04K - $3.15K
HEIA
Heico Crp Cl A
Q1 2022 Filed on Apr 13, 2022
28
N/A
HUBS
Hubspot Inc

Technology
Q1 2022 Filed on Apr 13, 2022
12
$385.67 - $607.59 $4.63K - $7.29K
PCTY
Paylocity Holding Corp

Technology
Q1 2022 Filed on Apr 13, 2022
11
$182.28 - $231.83 $2.01K - $2.55K
Phillips 66 Partners LP
Q1 2022 Filed on Apr 13, 2022
2,000
N/A
VOX
Vanguard Communication Service

ETFs
Q1 2022 Filed on Apr 13, 2022
14
$110.23 - $136.51 $1.54K - $1.91K
GRMN
Garmin LTD

Technology
Q1 2022 Filed on Apr 13, 2022
18
$108.64 - $133.57 $1.96K - $2.4K
LOGI
Logitech International S.A.

Technology
Q1 2022 Filed on Apr 13, 2022
17
$69.35 - $85.95 $1.18K - $1.46K
ESTC
Elastic N.V.

Technology
Q1 2022 Filed on Apr 13, 2022
265
$67.07 - $119.57 $17.8K - $31.7K
STLA
Stellantis N.V.

Consumer Cyclical
Q1 2022 Filed on Apr 13, 2022
139
$13.79 - $21.76 $1.92K - $3.02K
ASAN
Asana, Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
2,200
$32.95 - $74.13 $72.5K - $163K
ICLR
Icon PLC

Healthcare
Q1 2022 Filed on Apr 13, 2022
9
$216.09 - $296.03 $1.94K - $2.66K
Amphenol Corp
Q1 2022 Filed on Apr 13, 2022
100,000
N/A
JETS
ETF Ser Solutions U S Global J

ETFs
Q1 2022 Filed on Apr 13, 2022
890
$16.91 - $23.43 $15K - $20.9K
PBW
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 13, 2022
101
$50.93 - $72.96 $5.14K - $7.37K
RFV
Invesco Exchange Traded Fd Tr

ETFs
Q1 2022 Filed on Apr 13, 2022
970
$89.76 - $100.72 $87.1K - $97.7K
RCD
Invesco ETF Tr S&P 500 Equal W

ETFs
Q1 2022 Filed on Apr 13, 2022
553
$125.7 - $158.38 $69.5K - $87.6K
MNDT
Mandiant, Inc.

Technology
Q1 2022 Filed on Apr 13, 2022
58
$14.08 - $22.49 $817 - $1.3K
VIS
Vanguard Industrial ETF

ETFs
Q1 2022 Filed on Apr 13, 2022
457
$180.53 - $205.34 $82.5K - $93.8K
Acceleron Pharma Inc
Q4 2021 Filed on Feb 14, 2022
330
N/A
Colfax Corp
Q4 2021 Filed on Feb 14, 2022
35
N/A
Cree Inc
Q4 2021 Filed on Feb 14, 2022
795
N/A
DXC
Dxc Technology CO

Technology
Q4 2021 Filed on Feb 14, 2022
58
$29.58 - $35.1 $1.72K - $2.04K
EFX
Equifax Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
10
$253.4 - $297.05 $2.53K - $2.97K
HUBB
Hubbell Inc

Industrials
Q4 2021 Filed on Feb 14, 2022
123
$178.98 - $210.14 $22K - $25.8K
KSU
Kansas City Southern

Industrials
Q4 2021 Filed on Feb 14, 2022
3,287
N/A
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
Q4 2021 Filed on Feb 14, 2022
1,258
$101.54 - $101.91 $128K - $128K
UAA
Under Armour, Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
128
$19.94 - $26.96 $2.55K - $3.45K
VFC
V F Corp

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
53
$66.98 - $78.01 $3.55K - $4.13K
CLB
Core Laboratories N V

Energy
Q4 2021 Filed on Feb 14, 2022
275
$22.01 - $31.71 $6.05K - $8.72K
Fireeye Inc
Q4 2021 Filed on Feb 14, 2022
58
N/A
HRC
Hill Rom Holdings, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
204
N/A
IP
International Paper CO

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
375
$44.57 - $55.81 $16.7K - $20.9K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
Q4 2021 Filed on Feb 14, 2022
106
$33.06 - $38.26 $3.5K - $4.06K
KEY
Keycorp

Financial Services
Q4 2021 Filed on Feb 14, 2022
360
$22.06 - $24.2 $7.94K - $8.71K
MMS
Maximus, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
28
$74.55 - $86.94 $2.09K - $2.43K
UA
Under Armour Inc Cl C

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
140
$17.06 - $22.63 $2.39K - $3.17K
W
Wayfair Inc.

Consumer Cyclical
Q4 2021 Filed on Feb 14, 2022
500
$189.51 - $279.32 $94.8K - $140K
XPO
Xpo Logistics, Inc.

Industrials
Q4 2021 Filed on Feb 14, 2022
22
$70.31 - $87.0 $1.55K - $1.91K
ARKW
Ark Next Generation Internet E

ETFs
Q4 2021 Filed on Feb 14, 2022
151
$117.89 - $161.28 $17.8K - $24.4K
Pimco
Q4 2021 Filed on Feb 14, 2022
6,900
N/A
ACIW
Aci Worldwide, Inc.

Technology
Q4 2021 Filed on Feb 14, 2022
209
$28.39 - $35.15 $5.93K - $7.35K
BANR
Banner Corp

Financial Services
Q4 2021 Filed on Feb 14, 2022
170
$55.67 - $62.83 $9.46K - $10.7K
BCO
Brinks CO

Industrials
Q4 2021 Filed on Feb 14, 2022
125
$58.99 - $70.46 $7.37K - $8.81K
FUL
Fuller H B CO

Basic Materials
Q4 2021 Filed on Feb 14, 2022
163
$63.53 - $81.51 $10.4K - $13.3K
HALO
Halozyme Therapeutics, Inc.

Healthcare
Q4 2021 Filed on Feb 14, 2022
303
$31.82 - $40.75 $9.64K - $12.3K
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