CSWM
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Cassady Schiller Wealth Management’s Loews L Stock Holding History

Cassady Schiller 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
Q4 		$254 Buy
+3
New +$247 ﹤0.01% 1061
2022
Q1 		– Sell
-18
Closed -$1K – 367
2021
Q4 		$1K Buy
+18
New +$1.02K ﹤0.01% 470

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Cassady Schiller Wealth Management's L Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Loews (L) in Q4 2024: 3 shares worth $254. The stake represents ﹤0.01% of the portfolio and ranks #1061 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in L as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in L in Q4 2021 and has held it in 2 quarters since. The position peaked at $1K in Q4 2021. 631 funds tracked by Wall St. Rank hold L as of Q4 2024.

  • Cassady Schiller Wealth Management held 3 shares of Loews worth $254 as of Q4 2024.
  • Loews was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Loews made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1061 holding.
  • Cassady Schiller Wealth Management first reported a position in Loews in Q4 2021 and has held it in 2 quarters since.
  • Cassady Schiller Wealth Management's Loews position peaked at $1K in Q4 2021.
  • 631 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.