Level Financial Advisors’s Loews L Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-1,000	Closed	-$69.6K	–	177
2023 Q4	$69.6K	Hold	1,000	–	–	0.03%	98
2023 Q3	$63.3K	Hold	1,000	–	–	0.04%	99
2023 Q2	$59.4K	Hold	1,000	–	–	0.03%	99
2023 Q1	$58K	Hold	1,000	–	–	0.03%	93
2022 Q4	$58K	Hold	1,000	–	–	0.04%	88
2022 Q3	$50K	Hold	1,000	–	–	0.04%	94
2022 Q2	$59K	Hold	1,000	–	–	0.04%	92
2022 Q1	$65K	Hold	1,000	–	–	0.05%	75
2021 Q4	$58K	Buy	+1,000	New	+$56.7K	0.04%	85

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Level Financial Advisors's L Position: Q1 2024 in Review

Level Financial Advisors sold out of Loews (L) in Q1 2024, closing a stake of 1,000 shares — an estimated $69.6K sold.

Level Financial Advisors first reported a position in L in Q4 2021 and held it in 9 quarters. The position peaked at $69.6K in Q4 2023. 588 funds tracked by Wall St. Rank hold L as of Q1 2024.

Level Financial Advisors reported no remaining Loews position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 1,000 Loews shares in Q1 2024, an estimated $69.6K.
Level Financial Advisors first reported a position in Loews in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's Loews position peaked at $69.6K in Q4 2023.
588 funds tracked by Wall St. Rank held Loews as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.