Capital Asset Advisory Services’s Loews L Stock Holding History

Capital Asset Advisory Services’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	-320	Closed	-$14K	–	1113
2020 Q4	$14K	Buy	+320	New	+$12.9K	﹤0.01%	988

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

Capital Asset Advisory Services's L Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Loews (L) in Q1 2021, closing a stake of 320 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in L in Q4 2020 and held it in 1 quarter. The position peaked at $14K in Q4 2020. 442 funds tracked by Wall St. Rank hold L as of Q1 2021.

Capital Asset Advisory Services reported no remaining Loews position as of Q1 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 320 Loews shares in Q1 2021, an estimated $14K.
Capital Asset Advisory Services first reported a position in Loews in Q4 2020 and held it in 1 quarter.
Capital Asset Advisory Services's Loews position peaked at $14K in Q4 2020.
442 funds tracked by Wall St. Rank held Loews as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.