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

Avaii 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
Q1 		– Sell
-1,231
Closed -$318K – 131
2021
Q4 		$318K Buy
+1,231
New +$293K 0.32% 72

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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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avaii Wealth Management's LOW Position: Q1 2022 in Review

Avaii Wealth Management sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,231 shares — an estimated $318K sold.

Avaii Wealth Management first reported a position in LOW in Q4 2021 and held it in 1 quarter. The position peaked at $318K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Avaii Wealth Management reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Avaii Wealth Management sold 1,231 Lowe's Companies shares in Q1 2022, an estimated $318K.
  • Avaii Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 1 quarter.
  • Avaii Wealth Management's Lowe's Companies position peaked at $318K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Avaii Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.