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Northwest Financial Advisors’s Loews L Stock Holding History

Northwest 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
Q4 		– Sell
-409
Closed -$32.3K – 348
2024
Q3 		$32.3K Buy
+409
New +$32.1K 0.03% 274
2024
Q1 		– Sell
-408
Closed -$28.4K – 324
2023
Q4 		$28.4K Buy
+408
New +$27.1K 0.02% 270

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northwest Financial Advisors's L Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Loews (L) in Q4 2024, closing a stake of 409 shares — an estimated $32.3K sold.

Northwest Financial Advisors first reported a position in L in Q4 2023 and held it in 2 quarters. The position peaked at $32.3K in Q3 2024. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Loews position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 409 Loews shares in Q4 2024, an estimated $32.3K.
  • Northwest Financial Advisors first reported a position in Loews in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Loews position peaked at $32.3K in Q3 2024.
  • 632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.