Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-24
- Total Holdings
- 628
- Total Value
- 2779144001
- Accession Number
- 0000932974-25-000004
- Form Type
- 13F-HR
- CIK
- 0000932974
- Manager Name
- Loring Wolcott & Coolidge Fiduciary Advisors Llp/ma
Data Enrichment
94% identified589 identified39 unidentified
Holdings
628 positions
Manager:
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Page 24 of 28
46137V142
Shares:
206(+0.0%)
Value:
$13.0M(-7.6%)
78463X749
Shares:
300(-60.0%)
Value:
$12.9M(-60.9%)
46138G508
Shares:
585(+0.0%)
Value:
$12.1M(-2.1%)
890930100
Shares:
542(+0.0%)
Value:
$10.4M(-7.3%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
95 | QoQ NEW(+95) YoY NEW(+95) | All Managers (Combined) | $13.3K | QoQ NEW(+$13.3K) YoY NEW(+$13.3K) | |
400 | QoQ NEW(+400) YoY NEW(+400) | All Managers (Combined) | $13.2K | QoQ NEW(+$13.2K) YoY NEW(+$13.2K) | |
(cusip46137V142)✕ | 206 | QoQ 0.00% (-0)YoY -26.42% (-74) | All Managers (Combined) | $13.0K | |
166 | All Managers (Combined) | $13.0K | |||
(cusip78463X749)✕ | 300 | YoY NEW(+300) | All Managers (Combined) | $12.9K | YoY NEW(+$12.9K) |
204 | All Managers (Combined) | $12.7K | |||
183 | QoQ 0.00% (+0) | All Managers (Combined) | $12.7K | ||
347 | QoQ NEW(+347) YoY NEW(+347) | All Managers (Combined) | $12.4K | QoQ NEW(+$12.4K) YoY NEW(+$12.4K) | |
Avepoint, Inc.(AVPTcusip053604104) | 819 | QoQ NEW(+819) YoY NEW(+819) | All Managers (Combined) | $12.4K | QoQ NEW(+$12.4K) YoY NEW(+$12.4K) |
80 | All Managers (Combined) | $12.2K | |||
108 | All Managers (Combined) | $12.2K | |||
(cusip46138G508)✕ | 585 | QoQ 0.00% (-0)YoY NEW(+585) | All Managers (Combined) | $12.1K | YoY NEW(+$12.1K) |
Airbnb, Inc.(ABNBcusip009066101) | 100 | All Managers (Combined) | $11.8K | ||
633 | QoQ NEW(+633) YoY NEW(+633) | All Managers (Combined) | $11.8K | QoQ NEW(+$11.8K) YoY NEW(+$11.8K) | |
37 | QoQ 0.00% (-0) | All Managers (Combined) | $11.4K | ||
138 | All Managers (Combined) | $10.9K | |||
178 | All Managers (Combined) | $10.5K | |||
(cusip890930100)✕ | 542 | QoQ 0.00% (-0)YoY NEW(+542) | All Managers (Combined) | $10.4K | YoY NEW(+$10.4K) |
Aegon Ltd.(AEGcusip0076CA104) | 1.6K | QoQ 0.00% (-0) | All Managers (Combined) | $10.2K | |
30 | All Managers (Combined) | $10.1K |