Valeo Financial Advisors’s Loews L Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-249	Closed	-$13K	–	1217
2021 Q1	$13K	Hold	249	–	–	﹤0.01%	1293
2020 Q4	$11K	Hold	249	–	–	﹤0.01%	1178
2020 Q3	$9K	Sell	249 -212	-46%	-$7.61K	﹤0.01%	1106
2020 Q2	$16K	Buy	461 +26	+6%	+$876	﹤0.01%	1137
2020 Q1	$17K	Buy	435 +24	+6%	+$1.13K	﹤0.01%	934
2019 Q4	$22K	Hold	411	–	–	﹤0.01%	900
2019 Q3	$21K	Sell	411 -550	-57%	-$28.4K	﹤0.01%	833
2019 Q2	$53K	Hold	961	–	–	0.01%	577
2019 Q1	$46K	Buy	961 +8	+0.8%	+$378	0.01%	580
2018 Q4	$43K	Sell	953 -33	-3%	-$1.55K	0.01%	531
2018 Q3	$46K	Buy	986 +500	+103%	+$25.1K	0.01%	562
2018 Q2	$24K	Sell	486 -220	-31%	-$11.1K	﹤0.01%	711
2018 Q1	$35K	Sell	706 -40	-5%	-$2.02K	0.01%	569
2017 Q4	$37K	Buy	746 +77	+12%	+$3.81K	0.01%	534
2017 Q3	$32K	Buy	+669	New	+$31.8K	0.01%	482

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Valeo Financial Advisors's L Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Loews (L) in Q2 2021, closing a stake of 249 shares — an estimated $13K sold.

Valeo Financial Advisors first reported a position in L in Q3 2017 and held it in 15 quarters. The position peaked at $53K in Q2 2019. 468 funds tracked by Wall St. Rank hold L as of Q2 2021.

Valeo Financial Advisors reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 249 Loews shares in Q2 2021, an estimated $13K.
Valeo Financial Advisors first reported a position in Loews in Q3 2017 and held it in 15 quarters.
Valeo Financial Advisors's Loews position peaked at $53K in Q2 2019.
468 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.