Loring Wolcott & Coolidge Fiduciary Advisors LLP Sells in Q3 2024

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IJK
Ishares S&P Midcap 400 Growth

ETFs
-445
- 6.97%
$84.81 - $93.54 $37.7K - $41.6K
5.94K $546K
CVS
Cvs Health Corp

Healthcare
-903
- 8.32%
$55.81 - $63.18 $50.4K - $57.1K
9.95K $625K
VIG
Vanguard Dividend Appreciation

ETFs
-50
- 0.33%
$182.15 - $182.15 $9.11K - $9.11K
15.3K $2.78M
LULU
Lululemon Athletica Inc.

Consumer Cyclical
-30
- 13.04%
$233.4 - $302.36 $7K - $9.07K
200 $54K
DGX
Quest Diagnostics Inc

Healthcare
-105
- 68.63%
$137.09 - $137.09 $14.4K - $14.4K
48 $6K
KR
Kroger CO

Consumer Defensive
-285
- 53.07%
$50.43 - $57.3 $14.4K - $16.3K
252 $14K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-150
- 14.14%
$113.41 - $125.62 $17K - $18.8K
911 $114K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-320
- 30.62%
$39.47 - $49.4 $12.6K - $15.8K
725 $34K
MTN
Vail Resorts Inc

Consumer Cyclical
-56
- 17.45%
$167.58 - $188.32 $9.38K - $10.5K
265 $46K
SLB
Schlumberger Limited

Energy
-140
- 17.5%
$39.57 - $49.67 $5.54K - $6.95K
660 $27K
OGN
Organon & Co.

Healthcare
-332
- 18.86%
$18.65 - $23.03 $6.19K - $7.65K
1.43K $27K
HIG
Hartford Financial Services Group, Inc.

Financial Services
-247
- 20.31%
$98.71 - $117.61 $24.4K - $29K
969 $113K
DVY
Ishares Tr

ETFs
-80
- 41.67%
$119.99 - $135.74 $9.6K - $10.9K
112 $15K
T
At&T Inc.

Communication Services
-628
- 33.64%
$18.21 - $22.28 $11.4K - $14K
1.24K $27K
OKE
Oneok Inc

Energy
-390
- 13.38%
$78.62 - $95.27 $30.7K - $37.2K
2.53K $230K
ICE
Intercontinental Exchange, Inc.

Financial Services
-60
- 41.96%
$136.93 - $162.81 $8.22K - $9.77K
83 $13K
CDW
Cdw Corp

Technology
-25
- 96.15%
$206.67 - $239.84 $5.17K - $6K
1 $0
PLUG
Plug Power Inc

Industrials
-2.1K
- 95.23%
$1.61 - $3.34 $3.37K - $7K
105 $0
KD
Kyndryl Holdings, Inc.

Technology
-39
- 3.71%
$21.78 - $27.63 $849 - $1.08K
1.01K $23K
PARA
Paramount Global

Communication Services
-140
- 72.16%
$9.98 - $11.95 $1.4K - $1.67K
54 $0
WBD
Warner Bros. Discovery, Inc.

Communication Services
-288
- 13.31%
$6.71 - $8.78 $1.93K - $2.53K
1.88K $15K
KHC
Kraft Heinz CO

Consumer Defensive
-57
- 27.54%
$31.86 - $36.13 $1.82K - $2.06K
150 $5K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-210
- 8.35%
$111.9 - $124.28 $23.5K - $26.1K
2.31K $284K
EMBC
Embecta Corp.

Healthcare
-2
- 1.04%
$11.46 - $16.56 $22.9 - $33.1
191 $2K
Veralto Corporation
-3.17K
- 0.61%
N/A
512K $0
FE
Firstenergy Corp

Utilities
-312
- 13.91%
$38.25 - $44.54 $11.9K - $13.9K
1.93K $85K
Ge Healthcare Technologies Inc
-62
- 2.33%
N/A
2.6K $0
Ge Vernova Inc
-272
- 7.65%
N/A
3.28K $0
Atlassian Corp Class A
-556
- 72.49%
N/A
211 $0
Glaxosmithkline PLC Adr
-1.42K
- 65.14%
N/A
760 $0
Linde PLC
-335
- 9.35%
N/A
3.25K $0
FIS
Fidelity National Information Services, Inc.

Technology
-11
- 11.22%
$72.8 - $85.04 $801 - $935
87 $7K
Canadian Pacific Kansas City LTD
-1.23K
- 31.07%
N/A
2.73K $0
Solventum Corporation
-133
- 64.56%
N/A
73 $0
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-72
- 4.77%
$113.45 - $126.18 $8.17K - $9.08K
1.44K $181K
MET
Metlife Inc

Financial Services
-18
- 11.84%
$67.96 - $82.48 $1.22K - $1.48K
134 $11K
VTRS
Viatris Inc

Healthcare
-91
- 2.5%
$10.32 - $12.13 $939 - $1.1K
3.55K $41K
CMCSA
Comcast Corp

Communication Services
-1.36K
- 5.82%
$37.33 - $41.78 $50.7K - $56.7K
22K $918K
MMM
3 M CO

Industrials
-111
- 17.45%
$99.69 - $139.42 $11.1K - $15.5K
525 $71K
MDT
Medtronic PLC

Healthcare
-55
- 5.29%
$76.84 - $91.03 $4.23K - $5.01K
985 $88K
VZ
Verizon Communications Inc

Communication Services
-470
- 5.84%
$38.89 - $45.0 $18.3K - $21.2K
7.58K $340K
VEA
Vanguard Ftse Developed Market

ETFs
-740
- 4.71%
$47.6 - $53.31 $35.2K - $39.4K
15K $790K
IVE
Ishares S&P 500 Value ETF

ETFs
-150
- 5.2%
$181.06 - $197.17 $27.2K - $29.6K
2.74K $539K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-200
- 3.22%
$75.32 - $84.37 $15.1K - $16.9K
6.01K $502K
XEL
Xcel Energy Inc

Utilities
-65
- 3.68%
$52.11 - $65.3 $3.39K - $4.24K
1.7K $111K
TMUS
T Mobile Us, Inc.

Communication Services
-275
- 11.09%
$175.14 - $206.36 $48.2K - $56.7K
2.2K $454K
VUG
Vanguard Growth ETF

ETFs
-12
- 0.48%
$341.08 - $391.94 $4.09K - $4.7K
2.51K $964K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-55
- 1.01%
$434.77 - $502.96 $23.9K - $27.7K
5.37K $2.62M
AEP
American Electric Power CO Inc

Utilities
-88
- 3.96%
$87.11 - $104.95 $7.67K - $9.24K
2.14K $219K
Activity Summary
Buys All Purchases 151 New Holdings 54 Increased Positions 97 Sells All Sells 176 Reductions 176 Sold out 0 Options Calls 0 Puts 0
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