Abound Wealth Management’s Loews L Stock Holding History

Abound Wealth Management’s Portfolio L Stock Details L Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$227	Hold	2	–	–	﹤0.01%	1088
2026 Q1	$190	Hold	2	–	–	﹤0.01%	1252
2025 Q4	$188	Buy	+2	New	+$207	﹤0.01%	1204
2024 Q2	–	Sell	-10	Closed	-$786	–	1250
2024 Q1	$786	Hold	10	–	–	﹤0.01%	804
2023 Q4	$698	Hold	10	–	–	﹤0.01%	848
2023 Q3	$635	Hold	10	–	–	﹤0.01%	765
2023 Q2	$595	Buy	+10	New	+$579	﹤0.01%	796

Other funds holding L

O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Ervin Investment Management Seattle, Washington $184M AUM 22.19% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Farrell Financial Orchard Park, New York $185M AUM 17.32% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Salvus Wealth Management Red Bank, New Jersey $178M AUM 31.45% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return