SW
L icon

SVB Wealth’s Loews L Stock Holding History

SVB Wealth’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
Q3 		– Sell
-2,898
Closed -$217K – 344
2024
Q2 		$217K Sell
2,898
-595
-17% -$45.1K 0.01% 656
2024
Q1 		$273K Sell
3,493
-390
-10% -$28.8K 0.01% 663
2023
Q4 		$270K Sell
3,883
-356
-8% -$23.7K 0.01% 658
2023
Q3 		$268K Buy
4,239
+81
+2% +$5.05K 0.01% 650
2023
Q2 		$247K Sell
4,158
-210
-5% -$12.2K ﹤0.01% 744
2023
Q1 		$253K Buy
4,368
+731
+20% +$43.3K ﹤0.01% 798
2022
Q4 		$212K Buy
+3,637
New +$203K ﹤0.01% 894

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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