Concord Wealth Partners’s Loews L Stock Holding History

Concord 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
2022 Q3	–	Sell	-1,085	Closed	-$64K	–	688
2022 Q2	$64K	Sell	1,085 -119	-10%	-$7.49K	0.02%	326
2022 Q1	$78K	Buy	1,204 +124	+11%	+$7.6K	0.02%	340
2021 Q4	$62K	Buy	1,080 +947	+712%	+$53.7K	0.02%	414
2021 Q3	$7K	Sell	133 -915	-87%	-$49.7K	﹤0.01%	530
2021 Q2	$57K	Buy	1,048 +198	+23%	+$11.1K	0.02%	333
2021 Q1	$44K	Buy	+850	New	+$41.4K	0.01%	358

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Concord Wealth Partners's L Position: Q3 2022 in Review

Concord Wealth Partners sold out of Loews (L) in Q3 2022, closing a stake of 1,085 shares — an estimated $64K sold.

Concord Wealth Partners first reported a position in L in Q1 2021 and held it in 6 quarters. The position peaked at $78K in Q1 2022. 509 funds tracked by Wall St. Rank hold L as of Q3 2022.

Concord Wealth Partners reported no remaining Loews position as of Q3 2022 after selling out during the quarter.
Concord Wealth Partners sold 1,085 Loews shares in Q3 2022, an estimated $64K.
Concord Wealth Partners first reported a position in Loews in Q1 2021 and held it in 6 quarters.
Concord Wealth Partners's Loews position peaked at $78K in Q1 2022.
509 funds tracked by Wall St. Rank held Loews as of Q3 2022.

Based on Concord Wealth Partners's 13F filing for Q3 2022, filed 10 Nov 2022.