Sutton Wealth Advisors’s Loews L Stock Holding History

Sutton 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 Q3	$7.15K	Buy	113 +52	+85%	+$3.24K	﹤0.01%	528
2023 Q2	$3.62K	Hold	61	–	–	﹤0.01%	614
2023 Q1	$3.54K	Hold	61	–	–	﹤0.01%	563
2022 Q4	$3.56K	Hold	61	–	–	﹤0.01%	1140
2022 Q3	$3.04K	Hold	61	–	–	﹤0.01%	1136
2022 Q2	$3.62K	Hold	61	–	–	﹤0.01%	1103
2022 Q1	$3.95K	Hold	61	–	–	﹤0.01%	1107
2021 Q4	$3.52K	Hold	61	–	–	﹤0.01%	1123
2021 Q3	$3.29K	Buy	61 +5	+9%	+$272	﹤0.01%	1114
2021 Q2	$3.06K	Hold	56	–	–	﹤0.01%	1115
2021 Q1	$2.87K	Hold	56	–	–	﹤0.01%	1092
2020 Q4	$2.52K	Hold	56	–	–	﹤0.01%	1079
2020 Q3	$1.95K	Buy	56 +20	+56%	+$718	﹤0.01%	1074
2020 Q2	$1.23K	Sell	36 -35	-49%	-$1.18K	﹤0.01%	1104
2020 Q1	$2.47K	Buy	71 +8	+13%	+$377	﹤0.01%	1008
2019 Q4	$3.31K	Hold	63	–	–	﹤0.01%	1000
2019 Q3	$3.24K	Hold	63	–	–	﹤0.01%	998
2019 Q2	$3.44K	Hold	63	–	–	﹤0.01%	977
2019 Q1	$3.02K	Hold	63	–	–	﹤0.01%	996
2018 Q4	$2.87K	Hold	63	–	–	﹤0.01%	953
2018 Q3	$3.16K	Hold	63	–	–	﹤0.01%	959
2018 Q2	$3.04K	Hold	63	–	–	﹤0.01%	975
2018 Q1	$3.13K	Sell	63 -19	-23%	-$961	﹤0.01%	968
2017 Q4	$4.1K	Hold	82	–	–	﹤0.01%	910
2017 Q3	$3.92K	Hold	82	–	–	﹤0.01%	900
2017 Q2	$3.84K	Buy	82 +19	+30%	+$890	﹤0.01%	909
2017 Q1	$2.95K	Hold	63	–	–	﹤0.01%	903
2016 Q4	$2.95K	Hold	63	–	–	﹤0.01%	902
2016 Q3	$2.59K	Hold	63	–	–	﹤0.01%	904
2016 Q2	$2.59K	Hold	63	–	–	﹤0.01%	868
2016 Q1	$2.41K	Buy	+63	New	+$2.32K	﹤0.01%	860

Other funds holding L

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

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

BlackRock New York $5.72T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Sutton Wealth Advisors's L Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Loews (L) stake by 85% in Q3 2023, buying an estimated $3.24K and bringing the position to 113 shares worth $7.15K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

Sutton Wealth Advisors first reported a position in L in Q1 2016 and has held it in 31 quarters since. 538 funds tracked by Wall St. Rank hold L as of Q3 2023.

Sutton Wealth Advisors held 113 shares of Loews worth $7.15K as of Q3 2023.
Sutton Wealth Advisors bought 52 Loews shares in Q3 2023, an estimated $3.24K.
Loews made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #528 holding.
Sutton Wealth Advisors first reported a position in Loews in Q1 2016 and has held it in 31 quarters since.
538 funds tracked by Wall St. Rank held Loews as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.