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WR Wealth Planners’s Loews L Stock Holding History

WR Wealth Planners’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
Q4 		$339 Buy
+4
New +$330 ﹤0.01% 1032
2024
Q3 		– Sell
-32
Closed -$2.39K – 1182
2024
Q2 		$2.39K Sell
32
-4
-11% -$303 ﹤0.01% 856
2024
Q1 		$2.82K Buy
+36
New +$2.66K ﹤0.01% 816

Other funds holding L

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

WR Wealth Planners's L Position: Q4 2024 in Review

WR Wealth Planners opened a new position in Loews (L) in Q4 2024: 4 shares worth $339. The stake represents ﹤0.01% of the portfolio and ranks #1032 among its holdings. This is a return to the name: WR Wealth Planners previously reported a position in L as recently as Q2 2024.

WR Wealth Planners first reported a position in L in Q1 2024 and has held it in 3 quarters since. The position peaked at $2.82K in Q1 2024. 632 funds tracked by Wall St. Rank hold L as of Q4 2024.

  • WR Wealth Planners held 4 shares of Loews worth $339 as of Q4 2024.
  • Loews was a new WR Wealth Planners position in Q4 2024.
  • Loews made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #1032 holding.
  • WR Wealth Planners first reported a position in Loews in Q1 2024 and has held it in 3 quarters since.
  • WR Wealth Planners's Loews position peaked at $2.82K in Q1 2024.
  • 632 funds tracked by Wall St. Rank held Loews as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.