Altium Wealth Management’s Loews L Stock Holding History

Altium 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
2022 Q2	–	Sell	-3,348	Closed	-$217K	–	384
2022 Q1	$217K	Buy	+3,348	New	+$205K	0.01%	351

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Altium Wealth Management's L Position: Q2 2022 in Review

Altium Wealth Management sold out of Loews (L) in Q2 2022, closing a stake of 3,348 shares — an estimated $217K sold.

Altium Wealth Management first reported a position in L in Q1 2022 and held it in 1 quarter. The position peaked at $217K in Q1 2022. 515 funds tracked by Wall St. Rank hold L as of Q2 2022.

Altium Wealth Management reported no remaining Loews position as of Q2 2022 after selling out during the quarter.
Altium Wealth Management sold 3,348 Loews shares in Q2 2022, an estimated $217K.
Altium Wealth Management first reported a position in Loews in Q1 2022 and held it in 1 quarter.
Altium Wealth Management's Loews position peaked at $217K in Q1 2022.
515 funds tracked by Wall St. Rank held Loews as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.