AWA
L icon

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 – 1237
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% 1417
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 $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return