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Asset Planning Corporation’s Lowe's Companies LOW Stock Holding History

Asset Planning Corporation’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
2021
Q1 		– Sell
-123
Closed -$20K – 52
2020
Q4 		$20K Buy
+123
New +$20K 0.02% 68

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State Street
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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
Bank of America
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Asset Planning Corporation's LOW Position: Q1 2021 in Review

Asset Planning Corporation sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 123 shares — an estimated $20K sold.

Asset Planning Corporation first reported a position in LOW in Q4 2020 and held it in 1 quarter. The position peaked at $20K in Q4 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Asset Planning Corporation reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Asset Planning Corporation sold 123 Lowe's Companies shares in Q1 2021, an estimated $20K.
  • Asset Planning Corporation first reported a position in Lowe's Companies in Q4 2020 and held it in 1 quarter.
  • Asset Planning Corporation's Lowe's Companies position peaked at $20K in Q4 2020.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Asset Planning Corporation's 13F filing for Q1 2021, filed 17 May 2021.