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BSW Wealth Partners’s Loews L Stock Holding History

BSW Wealth Partners’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
Q3 		– Sell
-2,812
Closed -$258K – 344
2025
Q2 		$258K Buy
2,812
+143
+5% +$12.6K 0.04% 266
2025
Q1 		$245K Sell
2,669
-426
-14% -$36.4K 0.04% 260
2024
Q4 		$262K Buy
3,095
+409
+15% +$33.7K 0.04% 255
2024
Q3 		$212K Buy
+2,686
New +$211K 0.03% 283

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BSW Wealth Partners's L Position: Q3 2025 in Review

BSW Wealth Partners sold out of Loews (L) in Q3 2025, closing a stake of 2,812 shares — an estimated $258K sold.

BSW Wealth Partners first reported a position in L in Q3 2024 and held it in 4 quarters. The position peaked at $262K in Q4 2024. 698 funds tracked by Wall St. Rank hold L as of Q3 2025.

  • BSW Wealth Partners reported no remaining Loews position as of Q3 2025 after selling out during the quarter.
  • BSW Wealth Partners sold 2,812 Loews shares in Q3 2025, an estimated $258K.
  • BSW Wealth Partners first reported a position in Loews in Q3 2024 and held it in 4 quarters.
  • BSW Wealth Partners's Loews position peaked at $262K in Q4 2024.
  • 698 funds tracked by Wall St. Rank held Loews as of Q3 2025.

Based on BSW Wealth Partners's 13F filing for Q3 2025, filed 15 Oct 2025.