Kings Point Capital Management’s Loews L Stock Holding History

Kings Point Capital 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 Q1	$13K	Hold	200	–	–	﹤0.01%	547
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	611
2021 Q3	$11K	Hold	200	–	–	﹤0.01%	558
2021 Q2	$11K	Hold	200	–	–	﹤0.01%	531
2021 Q1	$10K	Buy	+200	New	+$9.74K	﹤0.01%	534

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Norges Bank Oslo, Norway $935B AUM

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kings Point Capital Management's L Position: Q1 2022 in Review

Kings Point Capital Management held its Loews (L) position steady in Q1 2022 at 200 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Kings Point Capital Management first reported a position in L in Q1 2021 and has held it in 5 quarters since. 529 funds tracked by Wall St. Rank hold L as of Q1 2022.

Kings Point Capital Management held 200 shares of Loews worth $13K as of Q1 2022.
Kings Point Capital Management left its Loews share count unchanged in Q1 2022.
Loews made up ﹤0.01% of Kings Point Capital Management's portfolio in Q1 2022, its #547 holding.
Kings Point Capital Management first reported a position in Loews in Q1 2021 and has held it in 5 quarters since.
529 funds tracked by Wall St. Rank held Loews as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.