Valued Wealth Advisors
L icon

Valued Wealth Advisors’s Loews L Stock Holding History

Valued Wealth 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
2026
Q2 		– Hold
0
– – – 911
2026
Q1 		– Hold
0
– – – 750
2025
Q4 		– Hold
0
– – – 643
2025
Q3 		– Hold
0
– – – 627
2025
Q2 		– Hold
0
– – – 620
2025
Q1 		– Hold
0
– – – 650
2024
Q4 		– Hold
0
– – – 645
2024
Q3 		– Hold
0
– – – 639
2024
Q2 		– Hold
0
– – – 613
2024
Q1 		– Hold
0
– – – 603
2023
Q4 		– Hold
0
– – – 535

Other funds holding L

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return