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BDO Wealth Advisors’s Lowe's Companies LOW Stock Holding History

BDO Wealth 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 		$3.59M Buy
15,900
+289
+2% +$60.1K 0.41% 54
2023
Q1 		$3.12M Sell
15,611
-893
-5% -$181K 0.38% 56
2022
Q4 		$3.29M Buy
16,504
+677
+4% +$135K 0.41% 46
2022
Q3 		$2.97M Sell
15,827
-54
-0.3% -$10.5K 0.4% 50
2022
Q2 		$2.77M Buy
15,881
+308
+2% +$59.4K 0.34% 59
2022
Q1 		$3.15M Buy
15,573
+311
+2% +$71.5K 0.34% 58
2021
Q4 		$3.94M Buy
15,262
+241
+2% +$57.3K 0.42% 49
2021
Q3 		$3.05M Buy
15,021
+599
+4% +$119K 0.34% 53
2021
Q2 		$2.8M Buy
14,422
+468
+3% +$91.6K 0.31% 58
2021
Q1 		$2.65M Buy
13,954
+242
+2% +$41.5K 0.31% 57
2020
Q4 		$2.2M Buy
13,712
+307
+2% +$49.9K 0.31% 58
2020
Q3 		$2.22M Sell
13,405
-313
-2% -$48.2K 0.36% 54
2020
Q2 		$1.85M Sell
13,718
-554
-4% -$63.3K 0.33% 59
2020
Q1 		$1.23M Buy
14,272
+1,871
+15% +$204K 0.25% 74
2019
Q4 		$1.49M Sell
12,401
-1,196
-9% -$137K 0.38% 56
2019
Q3 		$1.5M Buy
13,597
+252
+2% +$26.6K 0.38% 50
2019
Q2 		$1.35M Buy
13,345
+145
+1% +$15.3K 0.37% 59
2019
Q1 		$1.45M Buy
13,200
+571
+5% +$57K 0.42% 52
2018
Q4 		$1.17M Buy
12,629
+289
+2% +$27.9K 0.4% 56
2018
Q3 		$1.42M Buy
12,340
+334
+3% +$34.8K 0.46% 48
2018
Q2 		$1.15M Buy
12,006
+781
+7% +$70.7K 0.39% 52
2018
Q1 		$985K Sell
11,225
-29
-0.3% -$2.75K 0.37% 52
2017
Q4 		$1.05M Buy
11,254
+700
+7% +$57.9K 0.47% 38
2017
Q3 		$844K Buy
10,554
+688
+7% +$52.7K 0.42% 44
2017
Q2 		$765K Buy
+9,866
New +$806K 0.33% 56

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

BDO Wealth Advisors's LOW Position: Q2 2023 in Review

BDO Wealth Advisors increased its Lowe's Companies (LOW) stake by 1.9% in Q2 2023, buying an estimated $60.1K and bringing the position to 15,900 shares worth $3.59M. The position accounts for 0.41% of the portfolio, ranked #54.

BDO Wealth Advisors first reported a position in LOW in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.94M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

  • BDO Wealth Advisors held 15,900 shares of Lowe's Companies worth $3.59M as of Q2 2023.
  • BDO Wealth Advisors bought 289 Lowe's Companies shares in Q2 2023, an estimated $60.1K.
  • Lowe's Companies made up 0.41% of BDO Wealth Advisors's portfolio in Q2 2023, its #54 holding.
  • BDO Wealth Advisors first reported a position in Lowe's Companies in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's Lowe's Companies position peaked at $3.94M in Q4 2021.
  • 2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.