AWM
L icon

Avior Wealth Management’s Loews L Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-15
Closed -$1.27K – 1624
2024
Q4 		$1.27K Buy
15
+7
+88% +$577 ﹤0.01% 2177
2024
Q3 		$632 Buy
8
+4
+100% +$314 ﹤0.01% 2139
2024
Q2 		$298 Sell
4
-78
-95% -$5.91K ﹤0.01% 2163
2024
Q1 		$6.42K Buy
+82
New +$6.06K ﹤0.01% 2008
2018
Q2 		– Sell
-15
Closed -$1K – 823
2018
Q1 		$1K Hold
15
– – ﹤0.01% 739
2017
Q4 		$1K Buy
+15
New +$741 ﹤0.01% 744

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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
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
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

Avior Wealth Management's L Position: Q1 2025 in Review

Avior Wealth Management sold out of Loews (L) in Q1 2025, closing a stake of 15 shares — an estimated $1.27K sold.

Avior Wealth Management first reported a position in L in Q4 2017 and held it in 6 quarters. The position peaked at $6.42K in Q1 2024. 638 funds tracked by Wall St. Rank hold L as of Q1 2025.

  • Avior Wealth Management reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 15 Loews shares in Q1 2025, an estimated $1.27K.
  • Avior Wealth Management first reported a position in Loews in Q4 2017 and held it in 6 quarters.
  • Avior Wealth Management's Loews position peaked at $6.42K in Q1 2024.
  • 638 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.