Atlas Private Wealth Advisors’s Loews L Stock Holding History

Atlas Private 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
2023 Q4	–	Sell	-24,786	Closed	-$1.57M	–	179
2023 Q3	$1.57M	Sell	24,786 -530	-2%	-$33K	0.3%	59
2023 Q2	$1.5M	Buy	25,316 +12,658	+100%	+$733K	0.3%	62
2023 Q1	$734K	Sell	12,658 -223	-2%	-$13.2K	0.34%	60
2022 Q4	$751K	Sell	12,881 -90	-0.7%	-$5.02K	0.4%	57
2022 Q3	$646K	Buy	12,971 +1,018	+9%	+$57.1K	0.39%	62
2022 Q2	$708K	Buy	11,953 +55	+0.5%	+$3.46K	0.42%	56
2022 Q1	$771K	Sell	11,898 -313	-3%	-$19.2K	0.34%	65
2021 Q4	$705K	Hold	12,211	–	–	0.33%	70
2021 Q3	$659K	Sell	12,211 -82	-0.7%	-$4.46K	0.34%	66
2021 Q2	$672K	Sell	12,293 -699	-5%	-$39.1K	0.36%	67
2021 Q1	$666K	Buy	12,992 +93	+0.7%	+$4.53K	0.37%	61
2020 Q4	$581K	Sell	12,899 -598	-4%	-$24K	0.39%	58
2020 Q3	$469K	Sell	13,497 -333	-2%	-$11.9K	0.39%	59
2020 Q2	$474K	Buy	+13,830	New	+$466K	0.42%	55

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atlas Private Wealth Advisors's L Position: Q4 2023 in Review

Atlas Private Wealth Advisors sold out of Loews (L) in Q4 2023, closing a stake of 24,786 shares — an estimated $1.57M sold.

Atlas Private Wealth Advisors first reported a position in L in Q2 2020 and held it in 14 quarters. The position peaked at $1.57M in Q3 2023. 575 funds tracked by Wall St. Rank hold L as of Q4 2023.

Atlas Private Wealth Advisors reported no remaining Loews position as of Q4 2023 after selling out during the quarter.
Atlas Private Wealth Advisors sold 24,786 Loews shares in Q4 2023, an estimated $1.57M.
Atlas Private Wealth Advisors first reported a position in Loews in Q2 2020 and held it in 14 quarters.
Atlas Private Wealth Advisors's Loews position peaked at $1.57M in Q3 2023.
575 funds tracked by Wall St. Rank held Loews as of Q4 2023.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.