Triad Wealth Partners’s Loews L Stock Holding History

Triad Wealth Partners’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	-53	Closed	-$3.96K	–	520
2024 Q2	$3.96K	Buy	+53	New	+$4.02K	﹤0.01%	621

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

Triad Wealth Partners's L Position: Q3 2024 in Review

Triad Wealth Partners sold out of Loews (L) in Q3 2024, closing a stake of 53 shares — an estimated $3.96K sold.

Triad Wealth Partners first reported a position in L in Q2 2024 and held it in 1 quarter. The position peaked at $3.96K in Q2 2024. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Triad Wealth Partners reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 53 Loews shares in Q3 2024, an estimated $3.96K.
Triad Wealth Partners first reported a position in Loews in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Loews position peaked at $3.96K in Q2 2024.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.