Institute for Wealth Management’s Loews L Stock Holding History

Institute for 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
2022 Q3	–	Sell	-5,104	Closed	-$302K	–	487
2022 Q2	$302K	Hold	5,104	–	–	0.06%	393
2022 Q1	$331K	Buy	+5,104	New	+$313K	0.05%	399

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Institute for Wealth Management's L Position: Q3 2022 in Review

Institute for Wealth Management sold out of Loews (L) in Q3 2022, closing a stake of 5,104 shares — an estimated $302K sold.

Institute for Wealth Management first reported a position in L in Q1 2022 and held it in 2 quarters. The position peaked at $331K in Q1 2022. 509 funds tracked by Wall St. Rank hold L as of Q3 2022.

Institute for Wealth Management reported no remaining Loews position as of Q3 2022 after selling out during the quarter.
Institute for Wealth Management sold 5,104 Loews shares in Q3 2022, an estimated $302K.
Institute for Wealth Management first reported a position in Loews in Q1 2022 and held it in 2 quarters.
Institute for Wealth Management's Loews position peaked at $331K in Q1 2022.
509 funds tracked by Wall St. Rank held Loews as of Q3 2022.

Based on Institute for Wealth Management's 13F filing for Q3 2022, filed 18 Oct 2022.