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Prospera Financial Services’s Loews L Stock Holding History

Prospera Financial Services’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
Q2 		– Sell
-2,046
Closed -$133K – 2162
2022
Q1 		$133K Buy
+2,046
New +$125K 0.01% 1018
2020
Q4 		– Sell
-1,417
Closed -$49K – 1154
2020
Q3 		$49K Buy
+1,417
New +$50.8K 0.02% 622

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prospera Financial Services's L Position: Q2 2022 in Review

Prospera Financial Services sold out of Loews (L) in Q2 2022, closing a stake of 2,046 shares — an estimated $133K sold.

Prospera Financial Services first reported a position in L in Q3 2020 and held it in 2 quarters. The position peaked at $133K in Q1 2022. 515 funds tracked by Wall St. Rank hold L as of Q2 2022.

  • Prospera Financial Services reported no remaining Loews position as of Q2 2022 after selling out during the quarter.
  • Prospera Financial Services sold 2,046 Loews shares in Q2 2022, an estimated $133K.
  • Prospera Financial Services first reported a position in Loews in Q3 2020 and held it in 2 quarters.
  • Prospera Financial Services's Loews position peaked at $133K in Q1 2022.
  • 515 funds tracked by Wall St. Rank held Loews as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.