Accel Wealth Management’s Lowe's Companies LOW Stock Holding History

Accel Wealth Management’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	-145	Closed	-$29K	–	561
2023 Q1	$29K	Hold	145	–	–	0.01%	615
2022 Q4	$28.8K	Sell	145 -261	-64%	-$52.2K	0.01%	471
2022 Q3	$80K	Sell	406 -547	-57%	-$107K	0.04%	281
2022 Q2	$176K	Sell	953 -250	-21%	-$48.2K	0.1%	155
2022 Q1	$244K	Buy	1,203 +51	+4%	+$11.7K	0.13%	133
2021 Q4	$298K	Buy	1,152 +709	+160%	+$169K	0.15%	117
2021 Q3	$90K	Buy	443 +1	+0.2%	+$199	0.06%	239
2021 Q2	$86K	Buy	442 +1	+0.2%	+$196	0.06%	252
2021 Q1	$84K	Sell	441 -100	-18%	-$17.2K	0.07%	239
2020 Q4	$87K	Buy	+541	New	+$87.9K	0.08%	217

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

Accel Wealth Management's LOW Position: Q2 2023 in Review

Accel Wealth Management sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 145 shares — an estimated $29K sold.

Accel Wealth Management first reported a position in LOW in Q4 2020 and held it in 10 quarters. The position peaked at $298K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Accel Wealth Management reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 145 Lowe's Companies shares in Q2 2023, an estimated $29K.
Accel Wealth Management first reported a position in Lowe's Companies in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Lowe's Companies position peaked at $298K in Q4 2021.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.