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 $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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allspring Global Investments

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return