Fortitude Advisory Group’s Loews L Stock Holding History

Fortitude Advisory Group’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 Q2	–	Sell	-1,017	Closed	-$66K	–	787
2022 Q1	$66K	Buy	1,017 +62	+6%	+$3.8K	0.04%	447
2021 Q4	$55K	Buy	+955	New	+$54.2K	0.03%	519

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Fortitude Advisory Group's L Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Loews (L) in Q2 2022, closing a stake of 1,017 shares — an estimated $66K sold.

Fortitude Advisory Group first reported a position in L in Q4 2021 and held it in 2 quarters. The position peaked at $66K in Q1 2022. 515 funds tracked by Wall St. Rank hold L as of Q2 2022.

Fortitude Advisory Group reported no remaining Loews position as of Q2 2022 after selling out during the quarter.
Fortitude Advisory Group sold 1,017 Loews shares in Q2 2022, an estimated $66K.
Fortitude Advisory Group first reported a position in Loews in Q4 2021 and held it in 2 quarters.
Fortitude Advisory Group's Loews position peaked at $66K in Q1 2022.
515 funds tracked by Wall St. Rank held Loews as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.