AWA
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Arkadios Wealth Advisors’s Loews L Stock Holding History

Arkadios 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
2024
Q1 		– Sell
-4,663
Closed -$325K – 764
2023
Q4 		$325K Buy
+4,663
New +$310K 0.03% 498
2021
Q4 		– Sell
-47
Closed -$2K – 1236
2021
Q3 		$2K Sell
47
-6
-11% -$326 ﹤0.01% 1752
2021
Q2 		$2K Hold
53
– – ﹤0.01% 1855
2021
Q1 		$2K Buy
53
+31
+141% +$1.51K ﹤0.01% 1529
2020
Q4 		$0 Sell
22
-22
-50% -$884 ﹤0.01% 1414
2020
Q3 		$1.57K Buy
+44
New +$1.58K ﹤0.01% 955
2020
Q2 		– Sell
-88
Closed -$3.08K – 1060
2020
Q1 		$3.08K Hold
88
– – ﹤0.01% 866
2019
Q4 		$4.78K Buy
+88
New +$4.44K ﹤0.01% 704

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Arkadios Wealth Advisors's L Position: Q1 2024 in Review

Arkadios Wealth Advisors sold out of Loews (L) in Q1 2024, closing a stake of 4,663 shares — an estimated $325K sold.

Arkadios Wealth Advisors first reported a position in L in Q4 2019 and held it in 8 quarters. The position peaked at $325K in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

  • Arkadios Wealth Advisors reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 4,663 Loews shares in Q1 2024, an estimated $325K.
  • Arkadios Wealth Advisors first reported a position in Loews in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Loews position peaked at $325K in Q4 2023.
  • 588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.