Wealthspire Advisors (New York)’s Loews L Stock Holding History

Wealthspire Advisors (New York)’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	–	Sell	-3,522	Closed	-$371K	–	1029
2025 Q4	$371K	Buy	3,522 +961	+38%	+$99.2K	﹤0.01%	716
2025 Q3	$257K	Sell	2,561 -403	-14%	-$38.1K	﹤0.01%	721
2025 Q2	$272K	Sell	2,964 -734	-20%	-$64.4K	﹤0.01%	699
2025 Q1	$340K	Sell	3,698 -95	-3%	-$8.13K	﹤0.01%	611
2024 Q4	$321K	Buy	3,793 +394	+12%	+$32.5K	﹤0.01%	634
2024 Q3	$269K	Buy	3,399 +3	+0.1%	+$235	﹤0.01%	643
2024 Q2	$254K	Sell	3,396 -240	-7%	-$18.2K	﹤0.01%	574
2024 Q1	$285K	Sell	3,636 -485	-12%	-$35.9K	﹤0.01%	532
2023 Q4	$287K	Buy	4,121 +468	+13%	+$31.1K	﹤0.01%	536
2023 Q3	$231K	Sell	3,653 -2,493	-41%	-$155K	﹤0.01%	534
2023 Q2	$365K	Sell	6,146 -1	-0%	-$58	0.01%	423
2023 Q1	$357K	Buy	6,147 +1,098	+22%	+$65.1K	0.01%	409
2022 Q4	$295K	Buy	+5,049	New	+$281K	0.01%	460
2022 Q3	–	Sell	-3,375	Closed	-$200K	–	532
2022 Q2	$200K	Hold	3,375	–	–	﹤0.01%	469
2022 Q1	$219K	Buy	+3,375	New	+$207K	﹤0.01%	404
2019 Q1	–	Sell	-159	Closed	-$7K	–	460
2018 Q4	$7K	Buy	+159	New	+$7.49K	﹤0.01%	586

Other funds holding L

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase

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

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management

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

T. Rowe Price Associates

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return