Wipfli Financial Advisors’s Loews L Stock Holding History

Wipfli Financial 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
2022 Q3	$49K	Buy	+989	New	+$55.5K	﹤0.01%	1092

Other funds holding L

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Wipfli Financial Advisors's L Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Loews (L) in Q3 2022: 989 shares worth $49K. The stake represents ﹤0.01% of the portfolio and ranks #1092 among its holdings.

509 funds tracked by Wall St. Rank hold L as of Q3 2022.

Wipfli Financial Advisors held 989 shares of Loews worth $49K as of Q3 2022.
Loews was a new Wipfli Financial Advisors position in Q3 2022.
Loews made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1092 holding.
509 funds tracked by Wall St. Rank held Loews as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.