CA
L icon

Clearstead Advisors’s Loews L Stock Holding History

Clearstead 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
2026
Q1 		$8.75K Sell
82
-450
-85% -$48.2K ﹤0.01% 1621
2025
Q4 		$56K Buy
532
+288
+118% +$29.7K ﹤0.01% 1356
2025
Q3 		$24.5K Buy
244
+103
+73% +$9.74K ﹤0.01% 1548
2025
Q2 		$12.9K Buy
141
+139
+6,950% +$12.2K ﹤0.01% 1795
2025
Q1 		$184 Buy
+2
New +$171 ﹤0.01% 2130
2024
Q1 		– Sell
-18
Closed -$1.25K – 1597
2023
Q4 		$1.25K Buy
+18
New +$1.2K ﹤0.01% 1371
2021
Q3 		– Sell
-49
Closed -$3K – 1341
2021
Q2 		$3K Buy
+49
New +$2.74K ﹤0.01% 970

Other funds holding L

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return