Corient Private Wealth
L icon

Corient Private Wealth’s Loews L Stock Holding History

Corient Private Wealth’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 		$7.79M Sell
73,291
-85,604
-54% -$9.16M 0.01% 706
2025
Q4 		$11.8M Buy
158,895
+98,342
+162% +$10.2M 0.01% 722
2025
Q3 		$6.08M Buy
60,553
+8,107
+15% +$766K 0.01% 652
2025
Q2 		$4.81M Sell
52,446
-6,329
-11% -$555K 0.01% 709
2025
Q1 		$5.4M Buy
58,775
+2,475
+4% +$212K 0.01% 670
2024
Q4 		$4.77M Sell
56,300
-7,720
-12% -$636K 0.01% 713
2024
Q3 		$5.06M Buy
64,020
+13,792
+27% +$1.08M 0.01% 745
2024
Q2 		$3.75M Buy
50,228
+1,775
+4% +$134K 0.01% 791
2024
Q1 		$3.79M Buy
48,453
+3,371
+7% +$249K 0.01% 786
2023
Q4 		$3.14M Buy
45,082
+28,352
+169% +$1.88M 0.01% 832
2023
Q3 		$1.06M Buy
16,730
+4,483
+37% +$279K ﹤0.01% 1172
2023
Q2 		$727K Sell
12,247
-21,455
-64% -$1.24M ﹤0.01% 1272
2023
Q1 		$1.96M Buy
33,702
+2,023
+6% +$120K 0.01% 848
2022
Q4 		$1.85M Buy
+31,679
New +$1.77M 0.01% 727

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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