MPS Loria Financial Planners’s Loews L Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-28	Closed	-$1K	–	363
2021 Q1	$1K	Hold	28	–	–	﹤0.01%	514
2020 Q4	$1K	Buy	+28	New	+$1.13K	﹤0.01%	553

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

MPS Loria Financial Planners's L Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Loews (L) in Q2 2021, closing a stake of 28 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in L in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

MPS Loria Financial Planners reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 28 Loews shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Loews in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Loews position peaked at $1K in Q1 2021.
467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.