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Baron Silver Stevens Financial Advisors’s Loews L Stock Holding History

Baron Silver Stevens Financial 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
2021
Q1 		– Sell
-26
Closed -$1K – 271
2020
Q4 		$1K Buy
+26
New +$1.04K ﹤0.01% 458

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's L Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of Loews (L) in Q1 2021, closing a stake of 26 shares — an estimated $1K sold.

Baron Silver Stevens Financial Advisors first reported a position in L in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 442 funds tracked by Wall St. Rank hold L as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining Loews position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 26 Loews shares in Q1 2021, an estimated $1K.
  • Baron Silver Stevens Financial Advisors first reported a position in Loews in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's Loews position peaked at $1K in Q4 2020.
  • 442 funds tracked by Wall St. Rank held Loews as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.