Accel Wealth Management’s Loews L Stock Holding History

Accel 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
2023 Q2	–	Sell	-31	Closed	-$1.77K	–	551
2023 Q1	$1.77K	Hold	31	–	–	﹤0.01%	1112
2022 Q4	$1.78K	Hold	31	–	–	﹤0.01%	918
2022 Q3	$2K	Buy	31 +1	+3%	+$56	﹤0.01%	932
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	901
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	878
2021 Q4	$2K	Buy	+30	New	+$1.7K	﹤0.01%	880
2021 Q3	–	Sell	-30	Closed	-$2K	–	858
2021 Q2	$2K	Hold	30	–	–	﹤0.01%	859
2021 Q1	$2K	Hold	30	–	–	﹤0.01%	828
2020 Q4	$1K	Buy	+30	New	+$1.21K	﹤0.01%	813

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Accel Wealth Management's L Position: Q2 2023 in Review

Accel Wealth Management sold out of Loews (L) in Q2 2023, closing a stake of 31 shares — an estimated $1.77K sold.

Accel Wealth Management first reported a position in L in Q4 2020 and held it in 9 quarters. The position peaked at $2K in Q3 2022. 499 funds tracked by Wall St. Rank hold L as of Q2 2023.

Accel Wealth Management reported no remaining Loews position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 31 Loews shares in Q2 2023, an estimated $1.77K.
Accel Wealth Management first reported a position in Loews in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's Loews position peaked at $2K in Q3 2022.
499 funds tracked by Wall St. Rank held Loews as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.