VisionPoint Advisory Group’s Loews L Stock Holding History

VisionPoint Advisory Group’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
2025 Q2	–	Sell	-2,755	Closed	-$253K	–	371
2025 Q1	$253K	Buy	2,755 +248	+10%	+$21.2K	0.09%	179
2024 Q4	$211K	Buy	+2,507	New	+$207K	0.07%	179

Other funds holding L

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VisionPoint Advisory Group's L Position: Q2 2025 in Review

VisionPoint Advisory Group sold out of Loews (L) in Q2 2025, closing a stake of 2,755 shares — an estimated $253K sold.

VisionPoint Advisory Group first reported a position in L in Q4 2024 and held it in 2 quarters. The position peaked at $253K in Q1 2025. 652 funds tracked by Wall St. Rank hold L as of Q2 2025.

VisionPoint Advisory Group reported no remaining Loews position as of Q2 2025 after selling out during the quarter.
VisionPoint Advisory Group sold 2,755 Loews shares in Q2 2025, an estimated $253K.
VisionPoint Advisory Group first reported a position in Loews in Q4 2024 and held it in 2 quarters.
VisionPoint Advisory Group's Loews position peaked at $253K in Q1 2025.
652 funds tracked by Wall St. Rank held Loews as of Q2 2025.

Based on VisionPoint Advisory Group's 13F filing for Q2 2025, filed 9 Jul 2025.