HHM Wealth Advisors’s Loews L Stock Holding History

HHM 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
2025 Q1	–	Sell	-17	Closed	-$1.44K	–	996
2024 Q4	$1.44K	Buy	+17	New	+$1.4K	﹤0.01%	796
2023 Q4	–	Sell	-20	Closed	-$1.27K	–	793
2023 Q3	$1.27K	Hold	20	–	–	﹤0.01%	729
2023 Q2	$1.19K	Hold	20	–	–	﹤0.01%	748
2023 Q1	$1.16K	Hold	20	–	–	﹤0.01%	763
2022 Q4	$1.17K	Hold	20	–	–	﹤0.01%	643
2022 Q3	$1K	Hold	20	–	–	﹤0.01%	621
2022 Q2	$1K	Hold	20	–	–	﹤0.01%	761
2022 Q1	$1K	Hold	20	–	–	﹤0.01%	683
2021 Q4	$1K	Hold	20	–	–	﹤0.01%	651
2021 Q3	$1K	Hold	20	–	–	﹤0.01%	610
2021 Q2	$1K	Hold	20	–	–	﹤0.01%	592
2021 Q1	$1K	Buy	+20	New	+$974	﹤0.01%	558

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

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

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

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

HHM Wealth Advisors's L Position: Q1 2025 in Review

HHM Wealth Advisors sold out of Loews (L) in Q1 2025, closing a stake of 17 shares — an estimated $1.44K sold.

HHM Wealth Advisors first reported a position in L in Q1 2021 and held it in 12 quarters. The position peaked at $1.44K in Q4 2024. 639 funds tracked by Wall St. Rank hold L as of Q1 2025.

HHM Wealth Advisors reported no remaining Loews position as of Q1 2025 after selling out during the quarter.
HHM Wealth Advisors sold 17 Loews shares in Q1 2025, an estimated $1.44K.
HHM Wealth Advisors first reported a position in Loews in Q1 2021 and held it in 12 quarters.
HHM Wealth Advisors's Loews position peaked at $1.44K in Q4 2024.
639 funds tracked by Wall St. Rank held Loews as of Q1 2025.

Based on HHM Wealth Advisors's 13F filing for Q1 2025, filed 8 May 2025.