B. Riley Wealth Management’s Lowe's Companies LOW Stock Holding History

B. Riley 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	$23.2K	Buy	12,037 +1,511	+14%	+$291K	0.03%	99
2022 Q1	$2.13M	Sell	10,526 -1,543	-13%	-$355K	0.16%	130
2021 Q4	$3.12M	Buy	12,069 +1,948	+19%	+$463K	0.22%	102
2021 Q3	$2.05M	Buy	+10,121	New	+$2.02M	0.16%	132
2021 Q2	–	Sell	-2,702	Closed	-$514K	–	451
2021 Q1	$514K	Buy	+2,702	New	+$464K	0.06%	222
2020 Q3	–	Sell	-2,911	Closed	-$394K	–	482
2020 Q2	$394K	Sell	2,911 -1,237	-30%	-$141K	0.04%	256
2020 Q1	$356K	Buy	4,148 +2,375	+134%	+$260K	0.04%	326
2019 Q4	$212K	Buy	+1,773	New	+$203K	0.03%	356
2018 Q4	–	Sell	-2,347	Closed	-$270K	–	379
2018 Q3	$270K	Buy	+2,347	New	+$245K	0.07%	234
2015 Q3	–	Sell	-118	Closed	-$7K	–	498
2015 Q2	$7K	Hold	118	–	–	0.01%	813
2015 Q1	$8K	Hold	118	–	–	0.01%	787
2014 Q4	$8K	Hold	118	–	–	0.01%	782
2014 Q3	$6K	Hold	118	–	–	﹤0.01%	878
2014 Q2	$5K	Hold	118	–	–	﹤0.01%	938
2014 Q1	$6K	Buy	+118	New	+$5.69K	﹤0.01%	859

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

B. Riley Wealth Management's LOW Position: Q2 2022 in Review

B. Riley Wealth Management increased its Lowe's Companies (LOW) stake by 14% in Q2 2022, buying an estimated $291K and bringing the position to 12,037 shares worth $23.2K. The position accounts for 0.03% of the portfolio, ranked #99.

B. Riley Wealth Management first reported a position in LOW in Q1 2014 and has held it in 15 quarters since. The position peaked at $3.12M in Q4 2021. 2,167 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

B. Riley Wealth Management held 12,037 shares of Lowe's Companies worth $23.2K as of Q2 2022.
B. Riley Wealth Management bought 1,511 Lowe's Companies shares in Q2 2022, an estimated $291K.
Lowe's Companies made up 0.03% of B. Riley Wealth Management's portfolio in Q2 2022, its #99 holding.
B. Riley Wealth Management first reported a position in Lowe's Companies in Q1 2014 and has held it in 15 quarters since.
B. Riley Wealth Management's Lowe's Companies position peaked at $3.12M in Q4 2021.
2,167 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.