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SYSTM Wealth Solutions’s Loews L Stock Holding History

SYSTM Wealth Solutions’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
-15,019
Closed -$1.18M – 823
2024
Q1 		$1.18M Sell
15,019
-802
-5% -$59.3K 0.15% 174
2023
Q4 		$1.1M Buy
15,821
+503
+3% +$33.4K 0.15% 183
2023
Q3 		$970K Sell
15,318
-1,195
-7% -$74.5K 0.15% 185
2023
Q2 		$981K Sell
16,513
-186
-1% -$10.8K 0.13% 201
2023
Q1 		$969K Sell
16,699
-288
-2% -$17.1K 0.15% 180
2022
Q4 		$991K Buy
+16,987
New +$947K 0.12% 212

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

SYSTM Wealth Solutions's L Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Loews (L) in Q2 2024, closing a stake of 15,019 shares — an estimated $1.18M sold.

SYSTM Wealth Solutions first reported a position in L in Q4 2022 and held it in 6 quarters. The position peaked at $1.18M in Q1 2024. 596 funds tracked by Wall St. Rank hold L as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Loews position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15,019 Loews shares in Q2 2024, an estimated $1.18M.
  • SYSTM Wealth Solutions first reported a position in Loews in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Loews position peaked at $1.18M in Q1 2024.
  • 596 funds tracked by Wall St. Rank held Loews as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.