Lenox Wealth Advisors’s Loews L Stock Holding History

Lenox Wealth Advisors’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	$3K	Sell	41 -21	-34%	-$1.29K	﹤0.01%	609
2021 Q4	$4K	Hold	62	–	–	﹤0.01%	633
2021 Q3	$3K	Hold	62	–	–	﹤0.01%	602
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	613
2021 Q1	$3K	Sell	62 -50	-45%	-$2.44K	﹤0.01%	572
2020 Q4	$5K	Buy	+112	New	+$4.5K	﹤0.01%	501
2020 Q1	–	Sell	-3	Closed	–	–	872
2019 Q4	$0	Buy	+3	New	+$151	﹤0.01%	778

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

Lenox Wealth Advisors's L Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Loews (L) stake by 34% in Q1 2022, selling an estimated $1.29K and leaving 41 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #609.

Lenox Wealth Advisors first reported a position in L in Q4 2019 and has held it in 7 quarters since. The position peaked at $5K in Q4 2020. 530 funds tracked by Wall St. Rank hold L as of Q1 2022.

Lenox Wealth Advisors held 41 shares of Loews worth $3K as of Q1 2022.
Lenox Wealth Advisors sold 21 Loews shares in Q1 2022, an estimated $1.29K.
Loews made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #609 holding.
Lenox Wealth Advisors first reported a position in Loews in Q4 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Loews position peaked at $5K in Q4 2020.
530 funds tracked by Wall St. Rank held Loews as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.