High Net Worth Advisory Group’s Loews L Stock Holding History

High Net Worth 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
2023 Q1	–	Sell	-1,036	Closed	-$60.4K	–	403
2022 Q4	$60.4K	Hold	1,036	–	–	0.02%	295
2022 Q3	$52K	Hold	1,036	–	–	0.02%	315
2022 Q2	$61K	Hold	1,036	–	–	0.03%	292
2022 Q1	$67K	Hold	1,036	–	–	0.02%	302
2021 Q4	$60K	Buy	+1,036	New	+$58.8K	0.02%	328

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

High Net Worth Advisory Group's L Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Loews (L) in Q1 2023, closing a stake of 1,036 shares — an estimated $60.4K sold.

High Net Worth Advisory Group first reported a position in L in Q4 2021 and held it in 5 quarters. The position peaked at $67K in Q1 2022. 505 funds tracked by Wall St. Rank hold L as of Q1 2023.

High Net Worth Advisory Group reported no remaining Loews position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,036 Loews shares in Q1 2023, an estimated $60.4K.
High Net Worth Advisory Group first reported a position in Loews in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Loews position peaked at $67K in Q1 2022.
505 funds tracked by Wall St. Rank held Loews as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.