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
2020 Q3	–	Sell	-2,500	Closed	-$86K	–	1887
2020 Q2	$86K	Buy	+2,500	New	+$84.3K	0.01%	552

Other funds holding L

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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.