Heritage Wealth Advisors’s Loews L Stock Holding History

Heritage Wealth 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
2023 Q4	–	Sell	-229	Closed	-$14.5K	–	578
2023 Q3	$14.5K	Hold	229	–	–	﹤0.01%	401
2023 Q2	$13.6K	Hold	229	–	–	﹤0.01%	420
2023 Q1	$13.3K	Hold	229	–	–	﹤0.01%	427
2022 Q4	$13.4K	Hold	229	–	–	﹤0.01%	436
2022 Q3	$11.4K	Hold	229	–	–	﹤0.01%	415
2022 Q2	$14K	Hold	229	–	–	﹤0.01%	444
2022 Q1	$15K	Hold	229	–	–	﹤0.01%	414
2021 Q4	$13K	Hold	229	–	–	﹤0.01%	431
2021 Q3	$12.3K	Hold	229	–	–	﹤0.01%	429
2021 Q2	$12.5K	Hold	229	–	–	﹤0.01%	440
2021 Q1	$11.7K	Hold	229	–	–	﹤0.01%	457
2020 Q4	$10K	Sell	229 -102	-31%	-$4.1K	﹤0.01%	455
2020 Q3	$11.5K	Buy	331 +102	+45%	+$3.66K	﹤0.01%	393
2020 Q2	$7.85K	Hold	229	–	–	﹤0.01%	385
2020 Q1	$7.97K	Sell	229 -92	-29%	-$4.34K	﹤0.01%	382
2019 Q4	$16.8K	Buy	321 +93	+41%	+$4.69K	﹤0.01%	387
2019 Q3	$11K	Sell	228 -1	-0.4%	-$52	﹤0.01%	386
2019 Q2	$12.5K	Buy	+229	New	+$11.8K	﹤0.01%	376
2016 Q3	–	Sell	-5,637	Closed	-$231K	–	91
2016 Q2	$231K	Buy	5,637 +137	+2%	+$5.43K	0.16%	84
2016 Q1	$211K	Hold	5,500	–	–	0.17%	76
2015 Q4	$211K	Buy	+5,500	New	+$205K	0.18%	75
2015 Q3	–	Sell	-5,500	Closed	-$211K	–	79
2015 Q2	$211K	Hold	5,500	–	–	0.18%	84
2015 Q1	$225K	Hold	5,500	–	–	0.19%	83
2014 Q4	$231K	Buy	+5,500	New	+$230K	0.21%	84

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 $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Heritage Wealth Advisors's L Position: Q4 2023 in Review

Heritage Wealth Advisors sold out of Loews (L) in Q4 2023, closing a stake of 229 shares — an estimated $14.5K sold.

Heritage Wealth Advisors first reported a position in L in Q4 2014 and held it in 24 quarters. The position peaked at $231K in Q2 2016. 575 funds tracked by Wall St. Rank hold L as of Q4 2023.

Heritage Wealth Advisors reported no remaining Loews position as of Q4 2023 after selling out during the quarter.
Heritage Wealth Advisors sold 229 Loews shares in Q4 2023, an estimated $14.5K.
Heritage Wealth Advisors first reported a position in Loews in Q4 2014 and held it in 24 quarters.
Heritage Wealth Advisors's Loews position peaked at $231K in Q2 2016.
575 funds tracked by Wall St. Rank held Loews as of Q4 2023.

Based on Heritage Wealth Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.