Beacon Pointe Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Beacon Pointe 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
2019 Q4	$212K	Sell	1,771 -147	-8%	-$16.8K	0.04%	253
2019 Q3	$210K	Sell	1,918 -2,440	-56%	-$258K	0.04%	243
2019 Q2	$439K	Buy	4,358 +607	+16%	+$64K	0.09%	172
2019 Q1	$409K	Buy	3,751 +59	+2%	+$5.89K	0.09%	172
2018 Q4	$341K	Buy	+3,692	New	+$356K	0.12%	154

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Beacon Pointe Wealth Advisors's LOW Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Lowe's Companies (LOW) stake by 7.7% in Q4 2019, selling an estimated $16.8K and leaving 1,771 shares worth $212K. The position accounts for 0.04% of the portfolio, ranked #253.

Beacon Pointe Wealth Advisors first reported a position in LOW in Q4 2018 and has held it in 5 quarters since. The position peaked at $439K in Q2 2019. 1,745 funds tracked by Wall St. Rank hold LOW as of Q4 2019.

Beacon Pointe Wealth Advisors held 1,771 shares of Lowe's Companies worth $212K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 147 Lowe's Companies shares in Q4 2019, an estimated $16.8K.
Lowe's Companies made up 0.04% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #253 holding.
Beacon Pointe Wealth Advisors first reported a position in Lowe's Companies in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Lowe's Companies position peaked at $439K in Q2 2019.
1,745 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.