IWP
L icon

Icon Wealth Partners’s Loews L Stock Holding History

Icon Wealth Partners’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
2019
Q2 		– Sell
-302
Closed -$14K – 493
2019
Q1 		$14K Buy
+302
New +$14.3K 0.01% 627
2018
Q3 		– Sell
-253
Closed -$12K – 518
2018
Q2 		$12K Buy
+253
New +$12.7K 0.01% 674
2018
Q1 		– Sell
-253
Closed -$13K – 514
2017
Q4 		$13K Buy
+253
New +$12.5K 0.01% 681

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Icon Wealth Partners's L Position: Q2 2019 in Review

Icon Wealth Partners sold out of Loews (L) in Q2 2019, closing a stake of 302 shares — an estimated $14K sold.

Icon Wealth Partners first reported a position in L in Q4 2017 and held it in 3 quarters. The position peaked at $14K in Q1 2019. 474 funds tracked by Wall St. Rank hold L as of Q2 2019.

  • Icon Wealth Partners reported no remaining Loews position as of Q2 2019 after selling out during the quarter.
  • Icon Wealth Partners sold 302 Loews shares in Q2 2019, an estimated $14K.
  • Icon Wealth Partners first reported a position in Loews in Q4 2017 and held it in 3 quarters.
  • Icon Wealth Partners's Loews position peaked at $14K in Q1 2019.
  • 474 funds tracked by Wall St. Rank held Loews as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.