BFWM
LOW icon

Bright Futures Wealth Management’s Lowe's Companies LOW Stock Holding History

Bright Futures Wealth Management’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
Q4 		– Sell
-2,741
Closed -$716K – 182
2024
Q3 		$716K Buy
2,741
+394
+17% +$95.4K 0.35% 93
2024
Q2 		$564K Buy
2,347
+5
+0.2% +$1.14K 0.31% 98
2024
Q1 		$515K Buy
+2,342
New +$538K 0.28% 101

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
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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Bright Futures Wealth Management's LOW Position: Q4 2024 in Review

Bright Futures Wealth Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 2,741 shares — an estimated $716K sold.

Bright Futures Wealth Management first reported a position in LOW in Q1 2024 and held it in 3 quarters. The position peaked at $716K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Bright Futures Wealth Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Bright Futures Wealth Management sold 2,741 Lowe's Companies shares in Q4 2024, an estimated $716K.
  • Bright Futures Wealth Management first reported a position in Lowe's Companies in Q1 2024 and held it in 3 quarters.
  • Bright Futures Wealth Management's Lowe's Companies position peaked at $716K in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Bright Futures Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.