Capital Performance Advisors’s Loews L Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-139	Closed	-$11K	–	1504
2024 Q3	$11K	Buy	+139	New	+$10.9K	﹤0.01%	808

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 $3.38T AUM 44.17% 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

Capital Performance Advisors's L Position: Q4 2024 in Review

Capital Performance Advisors sold out of Loews (L) in Q4 2024, closing a stake of 139 shares — an estimated $11K sold.

Capital Performance Advisors first reported a position in L in Q3 2024 and held it in 1 quarter. The position peaked at $11K in Q3 2024. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

Capital Performance Advisors reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 139 Loews shares in Q4 2024, an estimated $11K.
Capital Performance Advisors first reported a position in Loews in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Loews position peaked at $11K in Q3 2024.
632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.