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Buck Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Buck Wealth Strategies’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
2023
Q4 		– Sell
-529
Closed -$110K – 232
2023
Q3 		$110K Buy
529
+401
+313% +$90.2K 0.04% 71
2023
Q2 		$28.9K Hold
128
– – 0.01% 100
2023
Q1 		$25.5K Buy
+128
New +$26K 0.01% 74

Other funds holding LOW

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Buck Wealth Strategies's LOW Position: Q4 2023 in Review

Buck Wealth Strategies sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 529 shares — an estimated $110K sold.

Buck Wealth Strategies first reported a position in LOW in Q1 2023 and held it in 3 quarters. The position peaked at $110K in Q3 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

  • Buck Wealth Strategies reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
  • Buck Wealth Strategies sold 529 Lowe's Companies shares in Q4 2023, an estimated $110K.
  • Buck Wealth Strategies first reported a position in Lowe's Companies in Q1 2023 and held it in 3 quarters.
  • Buck Wealth Strategies's Lowe's Companies position peaked at $110K in Q3 2023.
  • 2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Buck Wealth Strategies's 13F filing for Q4 2023, filed 23 Jan 2024.