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B.O.S.S. Retirement Advisors’s Lowe's Companies LOW Stock Holding History

B.O.S.S. Retirement Advisors’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
Q2 		– Sell
-7,046
Closed -$1.41M – 256
2023
Q1 		$1.41M Sell
7,046
-48
-0.7% -$9.75K 0.33% 122
2022
Q4 		$1.41M Buy
+7,094
New +$1.42M 0.36% 116

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

B.O.S.S. Retirement Advisors's LOW Position: Q2 2023 in Review

B.O.S.S. Retirement Advisors sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 7,046 shares — an estimated $1.41M sold.

B.O.S.S. Retirement Advisors first reported a position in LOW in Q4 2022 and held it in 2 quarters. The position peaked at $1.41M in Q4 2022. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

  • B.O.S.S. Retirement Advisors reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 7,046 Lowe's Companies shares in Q2 2023, an estimated $1.41M.
  • B.O.S.S. Retirement Advisors first reported a position in Lowe's Companies in Q4 2022 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Lowe's Companies position peaked at $1.41M in Q4 2022.
  • 2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.