Amplius Wealth Advisors’s Loews L Stock Holding History

Amplius Wealth Advisors’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 Q1	–	Sell	-39	Closed	-$2K	–	568
2021 Q4	$2K	Buy	+39	New	+$2.21K	﹤0.01%	840

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

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

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

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

Amplius Wealth Advisors's L Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Loews (L) in Q1 2022, closing a stake of 39 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in L in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 529 funds tracked by Wall St. Rank hold L as of Q1 2022.

Amplius Wealth Advisors reported no remaining Loews position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 39 Loews shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Loews in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Loews position peaked at $2K in Q4 2021.
529 funds tracked by Wall St. Rank held Loews as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.