SOA Wealth Advisors’s Loews L Stock Holding History

SOA 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
2024 Q2	–	Sell	-12	Closed	-$939	–	889
2024 Q1	$939	Hold	12	–	–	﹤0.01%	770
2023 Q4	$835	Hold	12	–	–	﹤0.01%	768
2023 Q3	$760	Hold	12	–	–	﹤0.01%	794
2023 Q2	$713	Hold	12	–	–	﹤0.01%	806
2023 Q1	$696	Hold	12	–	–	﹤0.01%	823
2022 Q4	$700	Hold	12	–	–	﹤0.01%	826
2022 Q3	$0	Hold	12	–	–	﹤0.01%	911
2022 Q2	$0	Sell	12 -17	-59%	-$1.07K	﹤0.01%	928
2022 Q1	$1K	Hold	29	–	–	﹤0.01%	855
2021 Q4	$1K	Hold	29	–	–	﹤0.01%	830
2021 Q3	$1K	Hold	29	–	–	﹤0.01%	848
2021 Q2	$1K	Buy	29 +3	+12%	+$168	﹤0.01%	828
2021 Q1	$1K	Hold	26	–	–	﹤0.01%	776
2020 Q4	$1K	Buy	+26	New	+$1.04K	﹤0.01%	751

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SOA Wealth Advisors's L Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Loews (L) in Q2 2024, closing a stake of 12 shares — an estimated $939 sold.

SOA Wealth Advisors first reported a position in L in Q4 2020 and held it in 14 quarters. The position peaked at $1K in Q1 2022. 597 funds tracked by Wall St. Rank hold L as of Q2 2024.

SOA Wealth Advisors reported no remaining Loews position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 12 Loews shares in Q2 2024, an estimated $939.
SOA Wealth Advisors first reported a position in Loews in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Loews position peaked at $1K in Q1 2022.
597 funds tracked by Wall St. Rank held Loews as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.