FinTrust Capital Advisors’s Loews L Stock Holding History

FinTrust Capital 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
2024 Q3	$69.6K	Hold	880	–	–	0.01%	502
2024 Q2	$65.8K	Hold	880	–	–	0.01%	476
2024 Q1	$68.9K	Hold	880	–	–	0.01%	450
2023 Q4	$61.2K	Hold	880	–	–	0.01%	445
2023 Q3	$55.7K	Sell	880 -160	-15%	-$9.97K	0.01%	434
2023 Q2	$60.7K	Hold	1,040	–	–	0.01%	421
2023 Q1	$60.7K	Hold	1,040	–	–	0.01%	419
2022 Q4	$60.7K	Buy	1,040 +93	+10%	+$5.18K	0.01%	420
2022 Q3	$52K	Hold	947	–	–	0.01%	504
2022 Q2	$54K	Hold	947	–	–	0.01%	514
2022 Q1	$61K	Sell	947 -2,514	-73%	-$154K	0.01%	522
2021 Q4	$200K	Buy	3,461 +15	+0.4%	+$851	0.05%	288
2021 Q3	$186K	Hold	3,446	–	–	0.05%	278
2021 Q2	$188K	Hold	3,446	–	–	0.05%	292
2021 Q1	$177K	Hold	3,446	–	–	0.05%	288
2020 Q4	$155K	Sell	3,446 -271	-7%	-$10.9K	0.05%	294
2020 Q3	$129K	Buy	3,717 +539	+17%	+$19.3K	0.03%	321
2020 Q2	$109K	Buy	+3,178	New	+$107K	0.04%	310

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

FinTrust Capital Advisors's L Position: Q3 2024 in Review

FinTrust Capital Advisors held its Loews (L) position steady in Q3 2024 at 880 shares worth $69.6K. The position accounts for 0.01% of the portfolio, ranked #502.

FinTrust Capital Advisors first reported a position in L in Q2 2020 and has held it in 18 quarters since. The position peaked at $200K in Q4 2021. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

FinTrust Capital Advisors held 880 shares of Loews worth $69.6K as of Q3 2024.
FinTrust Capital Advisors left its Loews share count unchanged in Q3 2024.
Loews made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #502 holding.
FinTrust Capital Advisors first reported a position in Loews in Q2 2020 and has held it in 18 quarters since.
FinTrust Capital Advisors's Loews position peaked at $200K in Q4 2021.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.