One Wealth Advisors’s Loews L Stock Holding History

One 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
2023 Q1	–	Sell	-5,492	Closed	-$320K	–	423
2022 Q4	$320K	Hold	5,492	–	–	0.07%	137
2022 Q3	$274K	Buy	5,492 +252	+5%	+$14.1K	0.09%	126
2022 Q2	$311K	Buy	5,240 +108	+2%	+$6.79K	0.08%	129
2022 Q1	$333K	Buy	+5,132	New	+$315K	0.08%	130

Other funds holding L

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

One Wealth Advisors's L Position: Q1 2023 in Review

One Wealth Advisors sold out of Loews (L) in Q1 2023, closing a stake of 5,492 shares — an estimated $320K sold.

One Wealth Advisors first reported a position in L in Q1 2022 and held it in 4 quarters. The position peaked at $333K in Q1 2022. 505 funds tracked by Wall St. Rank hold L as of Q1 2023.

One Wealth Advisors reported no remaining Loews position as of Q1 2023 after selling out during the quarter.
One Wealth Advisors sold 5,492 Loews shares in Q1 2023, an estimated $320K.
One Wealth Advisors first reported a position in Loews in Q1 2022 and held it in 4 quarters.
One Wealth Advisors's Loews position peaked at $333K in Q1 2022.
505 funds tracked by Wall St. Rank held Loews as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.