BDO Wealth Advisors’s Loews L Stock Holding History

BDO 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 Q2	$298	Hold	5	–	–	﹤0.01%	952
2023 Q1	$291	Hold	5	–	–	﹤0.01%	1022
2022 Q4	$292	Hold	5	–	–	﹤0.01%	976
2022 Q3	$0	Hold	5	–	–	﹤0.01%	1084
2022 Q2	$0	Hold	5	–	–	﹤0.01%	1078
2022 Q1	$0	Hold	5	–	–	﹤0.01%	1097
2021 Q4	$0	Hold	5	–	–	﹤0.01%	1120
2021 Q3	$0	Hold	5	–	–	﹤0.01%	1083
2021 Q2	$0	Hold	5	–	–	﹤0.01%	1163
2021 Q1	$0	Sell	5 -36	-88%	-$1.75K	﹤0.01%	1218
2020 Q4	$2K	Hold	41	–	–	﹤0.01%	772
2020 Q3	$1K	Buy	+41	New	+$1.47K	﹤0.01%	784
2019 Q1	–	Sell	-1,000	Closed	-$46K	–	636
2018 Q4	$46K	Hold	1,000	–	–	0.02%	268
2018 Q3	$50K	Hold	1,000	–	–	0.02%	295
2018 Q2	$48K	Buy	+1,000	New	+$50.3K	0.02%	306

Other funds holding L

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BDO Wealth Advisors's L Position: Q2 2023 in Review

BDO Wealth Advisors held its Loews (L) position steady in Q2 2023 at 5 shares worth $298. The position accounts for ﹤0.01% of the portfolio, ranked #952.

BDO Wealth Advisors first reported a position in L in Q2 2018 and has held it in 15 quarters since. The position peaked at $50K in Q3 2018. 499 funds tracked by Wall St. Rank hold L as of Q2 2023.

BDO Wealth Advisors held 5 shares of Loews worth $298 as of Q2 2023.
BDO Wealth Advisors left its Loews share count unchanged in Q2 2023.
Loews made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #952 holding.
BDO Wealth Advisors first reported a position in Loews in Q2 2018 and has held it in 15 quarters since.
BDO Wealth Advisors's Loews position peaked at $50K in Q3 2018.
499 funds tracked by Wall St. Rank held Loews as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.