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Benchmark Financial Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Benchmark Financial 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
2024
Q3 		– Sell
-1,079
Closed -$238K – 103
2024
Q2 		$238K Sell
1,079
-56
-5% -$12.8K 0.09% 84
2024
Q1 		$289K Buy
1,135
+38
+3% +$8.74K 0.11% 68
2023
Q4 		$244K Buy
1,097
+5
+0.5% +$1.01K 0.11% 69
2023
Q3 		$227K Sell
1,092
-29
-3% -$6.52K 0.11% 62
2023
Q2 		$253K Buy
1,121
+17
+2% +$3.54K 0.12% 62
2023
Q1 		$221K Buy
1,104
+31
+3% +$6.3K 0.11% 63
2022
Q4 		$214K Buy
+1,073
New +$214K 0.12% 67
2022
Q1 		– Sell
-853
Closed -$221K – 82
2021
Q4 		$221K Buy
+853
New +$203K 0.09% 69
2021
Q1 		– Sell
-1,261
Closed -$202K – 68
2020
Q4 		$202K Buy
+1,261
New +$205K 0.11% 65

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Benchmark Financial Wealth Advisors's LOW Position: Q3 2024 in Review

Benchmark Financial Wealth Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,079 shares — an estimated $238K sold.

Benchmark Financial Wealth Advisors first reported a position in LOW in Q4 2020 and held it in 9 quarters. The position peaked at $289K in Q1 2024. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Benchmark Financial Wealth Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 1,079 Lowe's Companies shares in Q3 2024, an estimated $238K.
  • Benchmark Financial Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 9 quarters.
  • Benchmark Financial Wealth Advisors's Lowe's Companies position peaked at $289K in Q1 2024.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.