1776 Wealth’s Lowe's Companies LOW Stock Holding History

1776 Wealth’s Portfolio LOW Stock Details LOW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,466	Closed	-$493K	–	142
2023 Q1	$493K	Hold	2,466	–	–	0.3%	63
2022 Q4	$491K	Buy	2,466 +82	+3%	+$16.4K	0.35%	56
2022 Q3	$448K	Hold	2,384	–	–	0.34%	57
2022 Q2	$417K	Sell	2,384 -96	-4%	-$18.5K	0.29%	71
2022 Q1	$482K	Buy	2,480 +79	+3%	+$18.2K	0.28%	71
2021 Q4	$621K	Sell	2,401 -144	-6%	-$34.2K	0.33%	54
2021 Q3	$517K	Sell	2,545 -160	-6%	-$31.9K	0.29%	60
2021 Q2	$525K	Buy	2,705 +2,609	+2,718%	+$510K	0.3%	56
2021 Q1	$0	Sell	96 -2,682	-97%	-$460K	﹤0.01%	118
2020 Q4	$446K	Buy	2,778 +136	+5%	+$22.1K	0.28%	59
2020 Q3	$438K	Sell	2,642 -68	-3%	-$10.5K	0.32%	52
2020 Q2	$366K	Sell	2,710 -2,416	-47%	-$276K	0.25%	63
2020 Q1	$532K	Buy	5,126 +2,780	+118%	+$304K	0.22%	75
2019 Q4	$293K	Buy	+2,346	New	+$268K	0.25%	69

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

1776 Wealth's LOW Position: Q2 2023 in Review

1776 Wealth sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 2,466 shares — an estimated $493K sold.

1776 Wealth first reported a position in LOW in Q4 2019 and held it in 14 quarters. The position peaked at $621K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

1776 Wealth reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
1776 Wealth sold 2,466 Lowe's Companies shares in Q2 2023, an estimated $493K.
1776 Wealth first reported a position in Lowe's Companies in Q4 2019 and held it in 14 quarters.
1776 Wealth's Lowe's Companies position peaked at $621K in Q4 2021.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on 1776 Wealth's 13F filing for Q2 2023, filed 2 Aug 2023.