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ICA Group Wealth Management’s Loews L Stock Holding History

ICA Group Wealth Management’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
2024
Q2 		$7.47K Hold
100
– – ﹤0.01% 530
2024
Q1 		$7.83K Hold
100
– – ﹤0.01% 939
2023
Q4 		$6.96K Buy
+100
New +$6.65K ﹤0.01% 944
2023
Q3 		– Sell
-100
Closed -$5.94K – 756
2023
Q2 		$5.94K Hold
100
– – ﹤0.01% 942
2023
Q1 		$5.8K Hold
100
– – ﹤0.01% 913
2022
Q4 		$5.83K Buy
+100
New +$5.57K ﹤0.01% 937

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

ICA Group Wealth Management's L Position: Q2 2024 in Review

ICA Group Wealth Management held its Loews (L) position steady in Q2 2024 at 100 shares worth $7.47K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

ICA Group Wealth Management first reported a position in L in Q4 2022 and has held it in 6 quarters since. The position peaked at $7.83K in Q1 2024. 597 funds tracked by Wall St. Rank hold L as of Q2 2024.

  • ICA Group Wealth Management held 100 shares of Loews worth $7.47K as of Q2 2024.
  • ICA Group Wealth Management left its Loews share count unchanged in Q2 2024.
  • Loews made up ﹤0.01% of ICA Group Wealth Management's portfolio in Q2 2024, its #530 holding.
  • ICA Group Wealth Management first reported a position in Loews in Q4 2022 and has held it in 6 quarters since.
  • ICA Group Wealth Management's Loews position peaked at $7.83K in Q1 2024.
  • 597 funds tracked by Wall St. Rank held Loews as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.