Tyler-Stone Wealth Management’s Loews L Stock Holding History

Tyler-Stone Wealth Management’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	-175	Closed	-$13.1K	–	659
2024 Q2	$13.1K	Hold	175	–	–	0.01%	612
2024 Q1	$13.7K	Hold	175	–	–	0.01%	597
2023 Q4	$12.2K	Hold	175	–	–	0.01%	605
2023 Q3	$11K	Hold	175	–	–	0.01%	591
2023 Q2	$10K	Buy	+175	New	+$10.1K	0.01%	615
2022 Q4	$10K	Hold	175	–	–	0.01%	556
2022 Q3	$9K	Sell	175 -43	-20%	-$2.41K	0.01%	554
2022 Q2	$13K	Hold	218	–	–	0.01%	512
2022 Q1	$14K	Hold	218	–	–	0.01%	519
2021 Q4	$13K	Buy	+218	New	+$12.4K	0.01%	563

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

Tyler-Stone Wealth Management's L Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Loews (L) in Q3 2024, closing a stake of 175 shares — an estimated $13.1K sold.

Tyler-Stone Wealth Management first reported a position in L in Q4 2021 and held it in 10 quarters. The position peaked at $14K in Q1 2022. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 175 Loews shares in Q3 2024, an estimated $13.1K.
Tyler-Stone Wealth Management first reported a position in Loews in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Loews position peaked at $14K in Q1 2022.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.