Wealthcare Advisory Partners’s Loews L Stock Holding History

Wealthcare Advisory Partners’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	-23	Closed	-$1K	–	1259
2021 Q1	$1K	Buy	+23	New	+$1.12K	﹤0.01%	1992
2020 Q2	–	Sell	-82	Closed	-$3K	–	901
2020 Q1	$3K	Hold	82	–	–	﹤0.01%	1237
2019 Q4	$4K	Hold	82	–	–	﹤0.01%	1156
2019 Q3	$4K	Hold	82	–	–	﹤0.01%	1113
2019 Q2	$4K	Hold	82	–	–	﹤0.01%	1103
2019 Q1	$4K	Hold	82	–	–	﹤0.01%	1002
2018 Q4	$4K	Hold	82	–	–	﹤0.01%	982
2018 Q3	$4K	Hold	82	–	–	﹤0.01%	1033
2018 Q2	$4K	Buy	+82	New	+$4.13K	﹤0.01%	1025

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

Wealthcare Advisory Partners's L Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Loews (L) in Q2 2021, closing a stake of 23 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in L in Q2 2018 and held it in 9 quarters. The position peaked at $4K in Q4 2019. 467 funds tracked by Wall St. Rank hold L as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Loews position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 23 Loews shares in Q2 2021, an estimated $1K.
Wealthcare Advisory Partners first reported a position in Loews in Q2 2018 and held it in 9 quarters.
Wealthcare Advisory Partners's Loews position peaked at $4K in Q4 2019.
467 funds tracked by Wall St. Rank held Loews as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.