Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
Wealth Enhancement Advisory Services’s
Loews
L
Stock Holding History
Wealth Enhancement Advisory Services’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
Q1
$1.53M
Sell
18,862
-5,091
-21%
-$545K
﹤0.01%
1538
2025
Q4
$2.52M
Buy
23,953
+2,053
+9%
+$212K
﹤0.01%
1388
2025
Q3
$2.26M
Buy
21,900
+5,692
+35%
+$538K
﹤0.01%
1361
2025
Q2
$1.5M
Buy
16,208
+784
+5%
+$68.8K
﹤0.01%
1512
2025
Q1
$1.42M
Buy
15,424
+938
+6%
+$80.2K
﹤0.01%
1423
2024
Q4
$1.23M
Buy
14,486
+3,140
+28%
+$259K
﹤0.01%
1438
2024
Q3
$897K
Sell
11,346
-306
-3%
-$24K
﹤0.01%
1469
2024
Q2
$871K
Buy
11,652
+851
+8%
+$64.5K
﹤0.01%
1346
2024
Q1
$846K
Sell
10,801
-177
-2%
-$13.1K
﹤0.01%
1313
2023
Q4
$764K
Buy
10,978
+197
+2%
+$13.1K
﹤0.01%
1276
2023
Q3
$683K
Buy
+10,781
New
+$672K
﹤0.01%
1263
2018
Q2
–
Sell
-20,277
Closed
-$1.02M
–
179
2018
Q1
$1.02M
Sell
20,277
-10,302
-34%
-$521K
0.07%
102
2017
Q4
$1.61M
Buy
+30,579
New
+$1.51M
0.11%
86
2017
Q3
–
Sell
-62,330
Closed
-$2.94M
–
167
2017
Q2
$2.94M
Buy
+62,330
New
+$2.92M
0.27%
49
2017
Q1
–
Sell
-16,270
Closed
-$762K
–
162
2016
Q4
$762K
Buy
+16,270
New
+$714K
0.09%
112
Other funds holding L
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T 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
$653B AUM
32.41%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Citadel Advisors
Miami, Florida
$141B AUM
30.34%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close