Evoke Wealth’s Loews L Stock Holding History

Evoke 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
2022 Q4	–	Sell	-67	Closed	-$3K	–	791
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	973
2022 Q2	$4K	Sell	67 -6	-8%	-$377	﹤0.01%	939
2022 Q1	$5K	Buy	73 +59	+421%	+$3.62K	﹤0.01%	906
2021 Q4	$1K	Hold	14	–	–	﹤0.01%	1131
2021 Q3	$0	Hold	14	–	–	﹤0.01%	1186
2021 Q2	$1K	Hold	14	–	–	﹤0.01%	1123
2021 Q1	$1K	Hold	14	–	–	﹤0.01%	1117
2020 Q4	$1K	Sell	14 -2,296	-99%	-$92.3K	﹤0.01%	972
2020 Q3	$80K	Buy	2,310 +14	+0.6%	+$502	0.01%	305
2020 Q2	$79K	Sell	2,296 -4,237	-65%	-$143K	0.01%	300
2020 Q1	$228K	Sell	6,533 -2,309	-26%	-$109K	0.03%	167
2019 Q4	$464K	Hold	8,842	–	–	0.06%	127
2019 Q3	$455K	Buy	+8,842	New	+$457K	0.06%	154

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Evoke Wealth's L Position: Q4 2022 in Review

Evoke Wealth sold out of Loews (L) in Q4 2022, closing a stake of 67 shares — an estimated $3K sold.

Evoke Wealth first reported a position in L in Q3 2019 and held it in 13 quarters. The position peaked at $464K in Q4 2019. 533 funds tracked by Wall St. Rank hold L as of Q4 2022.

Evoke Wealth reported no remaining Loews position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 67 Loews shares in Q4 2022, an estimated $3K.
Evoke Wealth first reported a position in Loews in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Loews position peaked at $464K in Q4 2019.
533 funds tracked by Wall St. Rank held Loews as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.