Wetzel Investment Advisors’s Loews L Stock Holding History

Wetzel Investment 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
2024 Q3	–	Sell	-7	Closed	-$548	–	547
2024 Q2	$548	Hold	7	–	–	﹤0.01%	870
2024 Q1	$517	Hold	7	–	–	﹤0.01%	974
2023 Q4	$0	Buy	+7	New	+$465	﹤0.01%	1029

Other funds holding L

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wetzel Investment Advisors's L Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Loews (L) in Q3 2024, closing a stake of 7 shares — an estimated $548 sold.

Wetzel Investment Advisors first reported a position in L in Q4 2023 and held it in 3 quarters. The position peaked at $548 in Q2 2024. 604 funds tracked by Wall St. Rank hold L as of Q3 2024.

Wetzel Investment Advisors reported no remaining Loews position as of Q3 2024 after selling out during the quarter.
Wetzel Investment Advisors sold 7 Loews shares in Q3 2024, an estimated $548.
Wetzel Investment Advisors first reported a position in Loews in Q4 2023 and held it in 3 quarters.
Wetzel Investment Advisors's Loews position peaked at $548 in Q2 2024.
604 funds tracked by Wall St. Rank held Loews as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.