Founders Financial Alliance’s Loews L Stock Holding History

Founders Financial Alliance’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
2021 Q2	–	Sell	-116	Closed	-$6K	–	482
2021 Q1	$6K	Buy	+116	New	+$5.65K	﹤0.01%	425
2020 Q4	–	Sell	-167	Closed	-$6K	–	875
2020 Q3	$6K	Buy	+167	New	+$5.99K	﹤0.01%	921

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Founders Financial Alliance's L Position: Q2 2021 in Review

Founders Financial Alliance sold out of Loews (L) in Q2 2021, closing a stake of 116 shares — an estimated $6K sold.

Founders Financial Alliance first reported a position in L in Q3 2020 and held it in 2 quarters. The position peaked at $6K in Q1 2021. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

Founders Financial Alliance reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
Founders Financial Alliance sold 116 Loews shares in Q2 2021, an estimated $6K.
Founders Financial Alliance first reported a position in Loews in Q3 2020 and held it in 2 quarters.
Founders Financial Alliance's Loews position peaked at $6K in Q1 2021.
467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on Founders Financial Alliance's 13F filing for Q2 2021, filed 2 Aug 2021.