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Balboa Wealth Partners’s Lowe's Companies LOW Stock Holding History

Balboa Wealth Partners’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
Q3 		– Sell
-1,172
Closed -$265K – 305
2023
Q2 		$265K Buy
+1,172
New +$244K 0.09% 179

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Morgan Stanley
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Balboa Wealth Partners's LOW Position: Q3 2023 in Review

Balboa Wealth Partners sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,172 shares — an estimated $265K sold.

Balboa Wealth Partners first reported a position in LOW in Q2 2023 and held it in 1 quarter. The position peaked at $265K in Q2 2023. 2,305 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

  • Balboa Wealth Partners reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 1,172 Lowe's Companies shares in Q3 2023, an estimated $265K.
  • Balboa Wealth Partners first reported a position in Lowe's Companies in Q2 2023 and held it in 1 quarter.
  • Balboa Wealth Partners's Lowe's Companies position peaked at $265K in Q2 2023.
  • 2,305 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Balboa Wealth Partners's 13F filing for Q3 2023, filed 23 Oct 2023.