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Realta Investment Advisors’s Loews L Stock Holding History

Realta Investment 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
2022
Q4 		– Sell
-22
Closed -$1K – 871
2022
Q3 		$1K Buy
+22
New +$1.24K ﹤0.01% 808
2020
Q1 		– Sell
-22
Closed -$1K – 906
2019
Q4 		$1K Hold
22
– – ﹤0.01% 1542
2019
Q3 		$1K Hold
22
– – ﹤0.01% 1555
2019
Q2 		$1K Buy
+22
New +$1.13K ﹤0.01% 1634

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Realta Investment Advisors's L Position: Q4 2022 in Review

Realta Investment Advisors sold out of Loews (L) in Q4 2022, closing a stake of 22 shares — an estimated $1K sold.

Realta Investment Advisors first reported a position in L in Q2 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 533 funds tracked by Wall St. Rank hold L as of Q4 2022.

  • Realta Investment Advisors reported no remaining Loews position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 22 Loews shares in Q4 2022, an estimated $1K.
  • Realta Investment Advisors first reported a position in Loews in Q2 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Loews position peaked at $1K in Q3 2022.
  • 533 funds tracked by Wall St. Rank held Loews as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.