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

Beam 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
2020 Q4	–	Sell	-1,378	Closed	-$229K	–	137
2020 Q3	$229K	Buy	+1,378	New	+$212K	0.21%	112

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Beam Wealth Advisors's LOW Position: Q4 2020 in Review

Beam Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2020, closing a stake of 1,378 shares — an estimated $229K sold.

Beam Wealth Advisors first reported a position in LOW in Q3 2020 and held it in 1 quarter. The position peaked at $229K in Q3 2020. 2,023 funds tracked by Wall St. Rank hold LOW as of Q4 2020.

Beam Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2020 after selling out during the quarter.
Beam Wealth Advisors sold 1,378 Lowe's Companies shares in Q4 2020, an estimated $229K.
Beam Wealth Advisors first reported a position in Lowe's Companies in Q3 2020 and held it in 1 quarter.
Beam Wealth Advisors's Lowe's Companies position peaked at $229K in Q3 2020.
2,023 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2020.

Based on Beam Wealth Advisors's 13F filing for Q4 2020, filed 26 Jan 2021.