Belpointe Asset Management’s Loews L Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-152	Closed	-$8.8K	–	2099
2023 Q1	$8.8K	Hold	152	–	–	﹤0.01%	2782
2022 Q4	$8.85K	Buy	+152	New	+$8.47K	﹤0.01%	2688

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

Belpointe Asset Management's L Position: Q2 2023 in Review

Belpointe Asset Management sold out of Loews (L) in Q2 2023, closing a stake of 152 shares — an estimated $8.8K sold.

Belpointe Asset Management first reported a position in L in Q4 2022 and held it in 2 quarters. The position peaked at $8.85K in Q4 2022. 499 funds tracked by Wall St. Rank hold L as of Q2 2023.

Belpointe Asset Management reported no remaining Loews position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 152 Loews shares in Q2 2023, an estimated $8.8K.
Belpointe Asset Management first reported a position in Loews in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Loews position peaked at $8.85K in Q4 2022.
499 funds tracked by Wall St. Rank held Loews as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.