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Acorn Financial Advisory Services’s Lowe's Companies LOW Stock Holding History

Acorn Financial Advisory Services’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
2024
Q1 		– Sell
-2,016
Closed -$449K – 231
2023
Q4 		$449K Buy
2,016
+8
+0.4% +$1.62K 0.08% 153
2023
Q3 		$417K Buy
2,008
+1
+0% +$225 0.07% 152
2023
Q2 		$453K Buy
2,007
+14
+0.7% +$2.91K 0.08% 148
2023
Q1 		$399K Hold
1,993
– – 0.08% 147
2022
Q4 		$397K Buy
1,993
+2
+0.1% +$400 0.08% 137
2022
Q3 		$374K Buy
1,991
+1
+0.1% +$195 0.09% 146
2022
Q2 		$348K Hold
1,990
– – 0.08% 152
2022
Q1 		$402K Buy
1,990
+100
+5% +$23K 0.08% 155
2021
Q4 		$489K Sell
1,890
-1,106
-37% -$263K 0.1% 139
2021
Q3 		$608K Sell
2,996
-1,117
-27% -$223K 0.19% 111
2021
Q2 		$797K Buy
4,113
+65
+2% +$12.7K 0.24% 104
2021
Q1 		$774K Sell
4,048
-119
-3% -$20.4K 0.28% 89
2020
Q4 		$669K Buy
4,167
+9
+0.2% +$1.46K 0.26% 101
2020
Q3 		$689K Buy
4,158
+200
+5% +$30.8K 0.36% 83
2020
Q2 		$535K Hold
3,958
– – 0.37% 96
2020
Q1 		$340K Hold
3,958
– – 0.34% 107
2019
Q4 		$474K Buy
+3,958
New +$453K 0.4% 84

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Acorn Financial Advisory Services's LOW Position: Q1 2024 in Review

Acorn Financial Advisory Services sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 2,016 shares — an estimated $449K sold.

Acorn Financial Advisory Services first reported a position in LOW in Q4 2019 and held it in 17 quarters. The position peaked at $797K in Q2 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Acorn Financial Advisory Services reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Acorn Financial Advisory Services sold 2,016 Lowe's Companies shares in Q1 2024, an estimated $449K.
  • Acorn Financial Advisory Services first reported a position in Lowe's Companies in Q4 2019 and held it in 17 quarters.
  • Acorn Financial Advisory Services's Lowe's Companies position peaked at $797K in Q2 2021.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Acorn Financial Advisory Services's 13F filing for Q1 2024, filed 8 May 2024.