Avion Wealth’s Loews L Stock Holding History

Avion Wealth’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
2026 Q1	$8K	Hold	80	–	–	﹤0.01%	553
2025 Q4	$8K	Sell	80 -1	-1%	-$103	﹤0.01%	551
2025 Q3	$8K	Buy	81 +14	+21%	+$1.32K	﹤0.01%	542
2025 Q2	$6K	Buy	67 +18	+37%	+$1.58K	﹤0.01%	585
2025 Q1	$4K	Hold	49	–	–	﹤0.01%	589
2024 Q4	$4K	Buy	49 +10	+26%	+$824	﹤0.01%	587
2024 Q3	$3K	Hold	39	–	–	﹤0.01%	617
2024 Q2	$2K	Buy	39 +14	+56%	+$1.06K	﹤0.01%	626
2024 Q1	$2K	Sell	25 -9	-26%	-$665	﹤0.01%	705
2023 Q4	$2K	Sell	34 -2	-6%	-$133	﹤0.01%	584
2023 Q3	$2K	Buy	36 +18	+100%	+$1.12K	﹤0.01%	491
2023 Q2	$1K	Buy	18 +9	+100%	+$521	﹤0.01%	599
2023 Q1	$0	Buy	+9	New	+$533	﹤0.01%	671

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return