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

Avitas 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
2023 Q4	–	Sell	-6,673	Closed	-$1.39M	–	205
2023 Q3	$1.39M	Sell	6,673 -16	-0.2%	-$3.6K	0.26%	100
2023 Q2	$1.51M	Buy	6,689 +90	+1%	+$18.7K	0.27%	97
2023 Q1	$1.32M	Buy	+6,599	New	+$1.34M	0.26%	108
2020 Q2	–	Sell	-11,043	Closed	-$950K	–	177
2020 Q1	$950K	Sell	11,043 -8,298	-43%	-$907K	0.43%	80
2019 Q4	$2.32M	Buy	19,341 +115	+0.6%	+$13.2K	0.59%	76
2019 Q3	$2.11M	Buy	19,226 +287	+2%	+$30.3K	0.58%	78
2019 Q2	$1.91M	Buy	+18,939	New	+$2M	0.53%	88
2018 Q3	–	Sell	-11,853	Closed	-$1.13M	–	159
2018 Q2	$1.13M	Buy	+11,853	New	+$1.07M	0.35%	101

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avitas Wealth Management's LOW Position: Q4 2023 in Review

Avitas Wealth Management sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 6,673 shares — an estimated $1.39M sold.

Avitas Wealth Management first reported a position in LOW in Q2 2018 and held it in 8 quarters. The position peaked at $2.32M in Q4 2019. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Avitas Wealth Management reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Avitas Wealth Management sold 6,673 Lowe's Companies shares in Q4 2023, an estimated $1.39M.
Avitas Wealth Management first reported a position in Lowe's Companies in Q2 2018 and held it in 8 quarters.
Avitas Wealth Management's Lowe's Companies position peaked at $2.32M in Q4 2019.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Avitas Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.