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Laurel Wealth Advisors (California)’s Loews L Stock Holding History

Laurel Wealth Advisors (California)’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
Q2 		– Sell
-3,168
Closed -$205K – 703
2022
Q1 		$205K Buy
+3,168
New +$194K 0.02% 719

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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laurel Wealth Advisors (California)'s L Position: Q2 2022 in Review

Laurel Wealth Advisors (California) sold out of Loews (L) in Q2 2022, closing a stake of 3,168 shares — an estimated $205K sold.

Laurel Wealth Advisors (California) first reported a position in L in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 515 funds tracked by Wall St. Rank hold L as of Q2 2022.

  • Laurel Wealth Advisors (California) reported no remaining Loews position as of Q2 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 3,168 Loews shares in Q2 2022, an estimated $205K.
  • Laurel Wealth Advisors (California) first reported a position in Loews in Q1 2022 and held it in 1 quarter.
  • Laurel Wealth Advisors (California)'s Loews position peaked at $205K in Q1 2022.
  • 515 funds tracked by Wall St. Rank held Loews as of Q2 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q2 2022, filed 12 Aug 2022.