BKM Wealth Management’s Loews L Stock Holding History

BKM 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
2024 Q1	–	Sell	-137	Closed	-$9.53K	–	390
2023 Q4	$9.53K	Buy	+137	New	+$9.11K	﹤0.01%	457

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BKM Wealth Management's L Position: Q1 2024 in Review

BKM Wealth Management sold out of Loews (L) in Q1 2024, closing a stake of 137 shares — an estimated $9.53K sold.

BKM Wealth Management first reported a position in L in Q4 2023 and held it in 1 quarter. The position peaked at $9.53K in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

BKM Wealth Management reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 137 Loews shares in Q1 2024, an estimated $9.53K.
BKM Wealth Management first reported a position in Loews in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's Loews position peaked at $9.53K in Q4 2023.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.