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Accretive Wealth Partners’s Lowe's Companies LOW Stock Holding History

Accretive Wealth Partners’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
2022
Q4 		– Sell
-3,501
Closed -$658K – 112
2022
Q3 		$658K Buy
3,501
+41
+1% +$7.99K 0.5% 65
2022
Q2 		$604K Sell
3,460
-180
-5% -$34.7K 0.44% 78
2022
Q1 		$736K Buy
3,640
+49
+1% +$11.3K 0.46% 78
2021
Q4 		$928K Sell
3,591
-1,202
-25% -$286K 0.59% 66
2021
Q3 		$972K Buy
4,793
+183
+4% +$36.5K 0.69% 58
2021
Q2 		$894K Buy
4,610
+355
+8% +$69.5K 0.64% 65
2021
Q1 		$809K Buy
4,255
+476
+13% +$81.7K 0.73% 64
2020
Q4 		$607K Buy
+3,779
New +$614K 0.6% 72

Other funds holding LOW

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Accretive Wealth Partners's LOW Position: Q4 2022 in Review

Accretive Wealth Partners sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 3,501 shares — an estimated $658K sold.

Accretive Wealth Partners first reported a position in LOW in Q4 2020 and held it in 8 quarters. The position peaked at $972K in Q3 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • Accretive Wealth Partners reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
  • Accretive Wealth Partners sold 3,501 Lowe's Companies shares in Q4 2022, an estimated $658K.
  • Accretive Wealth Partners first reported a position in Lowe's Companies in Q4 2020 and held it in 8 quarters.
  • Accretive Wealth Partners's Lowe's Companies position peaked at $972K in Q3 2021.
  • 2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Accretive Wealth Partners's 13F filing for Q4 2022, filed 13 Feb 2023.