BWP
LOW icon

Bernardo Wealth Planning’s Lowe's Companies LOW Stock Holding History

Bernardo Wealth Planning’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
2021
Q1 		– Sell
-3,247
Closed -$521K – 115
2020
Q4 		$521K Sell
3,247
-1,005
-24% -$163K 0.2% 94
2020
Q3 		$705K Buy
4,252
+1,525
+56% +$235K 0.32% 65
2020
Q2 		$368K Buy
2,727
+2
+0.1% +$228 0.2% 95
2020
Q1 		$234K Buy
2,725
+109
+4% +$11.9K 0.16% 119
2019
Q4 		$313K Hold
2,616
– – 0.19% 119
2019
Q3 		$287K Sell
2,616
-50
-2% -$5.28K 0.21% 119
2019
Q2 		$269K Sell
2,666
-87
-3% -$9.18K 0.21% 114
2019
Q1 		$301K Buy
2,753
+42
+2% +$4.19K 0.24% 110
2018
Q4 		$250K Buy
+2,711
New +$261K 0.22% 111

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bernardo Wealth Planning's LOW Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 3,247 shares — an estimated $521K sold.

Bernardo Wealth Planning first reported a position in LOW in Q4 2018 and held it in 9 quarters. The position peaked at $705K in Q3 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Bernardo Wealth Planning reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Bernardo Wealth Planning sold 3,247 Lowe's Companies shares in Q1 2021, an estimated $521K.
  • Bernardo Wealth Planning first reported a position in Lowe's Companies in Q4 2018 and held it in 9 quarters.
  • Bernardo Wealth Planning's Lowe's Companies position peaked at $705K in Q3 2020.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.