First Personal Financial Services’s Loews L Stock Holding History

First Personal Financial Services’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	$159	Buy	+2	New	+$157	﹤0.01%	495
2020 Q1	–	Sell	-16	Closed	-$1K	–	425
2019 Q4	$1K	Buy	+16	New	+$807	﹤0.01%	454
2018 Q2	–	Sell	-211	Closed	-$10K	–	817
2018 Q1	$10K	Sell	211 -551	-72%	-$27.9K	﹤0.01%	787
2017 Q4	$38K	Buy	762 +262	+52%	+$12.9K	0.01%	531
2017 Q3	$24K	Hold	500	–	–	0.01%	554
2017 Q2	$23K	Hold	500	–	–	0.01%	557
2017 Q1	$23K	Hold	500	–	–	0.01%	538
2016 Q4	$23K	Hold	500	–	–	0.01%	527
2016 Q3	$21K	Hold	500	–	–	0.01%	429
2016 Q2	$21K	Buy	+500	New	+$19.8K	0.01%	416

Other funds holding L

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

First Personal Financial Services's L Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Loews (L) in Q3 2024: 2 shares worth $159. The stake represents ﹤0.01% of the portfolio and ranks #495 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in L as recently as Q4 2019.

First Personal Financial Services first reported a position in L in Q2 2016 and has held it in 10 quarters since. The position peaked at $38K in Q4 2017. 603 funds tracked by Wall St. Rank hold L as of Q3 2024.

First Personal Financial Services held 2 shares of Loews worth $159 as of Q3 2024.
Loews was a new First Personal Financial Services position in Q3 2024.
Loews made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #495 holding.
First Personal Financial Services first reported a position in Loews in Q2 2016 and has held it in 10 quarters since.
First Personal Financial Services's Loews position peaked at $38K in Q4 2017.
603 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.