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

Altium 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
2022 Q2	$2.45M	Sell	14,031 -10	-0.1%	-$1.93K	0.18%	72
2022 Q1	$2.84M	Buy	14,041 +1,789	+15%	+$411K	0.18%	71
2021 Q4	$3.17M	Buy	12,252 +675	+6%	+$160K	0.2%	58
2021 Q3	$2.35M	Buy	11,577 +343	+3%	+$68.4K	0.17%	70
2021 Q2	$2.18M	Buy	11,234 +278	+3%	+$54.4K	0.16%	70
2021 Q1	$2.08M	Sell	10,956 -234	-2%	-$40.2K	0.17%	71
2020 Q4	$1.8M	Buy	11,190 +459	+4%	+$74.6K	0.16%	74
2020 Q3	$1.78M	Buy	10,731 +395	+4%	+$60.8K	0.19%	66
2020 Q2	$1.4M	Buy	10,336 +1,089	+12%	+$124K	0.16%	72
2020 Q1	$796K	Sell	9,247 -69	-0.7%	-$7.54K	0.11%	98
2019 Q4	$1.12M	Buy	9,316 +1,052	+13%	+$120K	0.13%	88
2019 Q3	$909K	Buy	8,264 +397	+5%	+$41.9K	0.12%	100
2019 Q2	$794K	Buy	7,867 +51	+0.7%	+$5.38K	0.12%	114
2019 Q1	$856K	Buy	7,816 +271	+4%	+$27K	0.14%	94
2018 Q4	$697K	Buy	7,545 +488	+7%	+$47.1K	0.13%	109
2018 Q3	$810K	Buy	7,057 +895	+15%	+$93.3K	0.16%	105
2018 Q2	$589K	Buy	+6,162	New	+$558K	0.16%	102

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Altium Wealth Management's LOW Position: Q2 2022 in Review

Altium Wealth Management reduced its Lowe's Companies (LOW) stake by 0.07% in Q2 2022, selling an estimated $1.93K and leaving 14,031 shares worth $2.45M. The position accounts for 0.18% of the portfolio, ranked #72.

Altium Wealth Management first reported a position in LOW in Q2 2018 and has held it in 17 quarters since. The position peaked at $3.17M in Q4 2021. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

Altium Wealth Management held 14,031 shares of Lowe's Companies worth $2.45M as of Q2 2022.
Altium Wealth Management sold 10 Lowe's Companies shares in Q2 2022, an estimated $1.93K.
Lowe's Companies made up 0.18% of Altium Wealth Management's portfolio in Q2 2022, its #72 holding.
Altium Wealth Management first reported a position in Lowe's Companies in Q2 2018 and has held it in 17 quarters since.
Altium Wealth Management's Lowe's Companies position peaked at $3.17M in Q4 2021.
2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Altium Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.