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

Burt 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
2021 Q1	–	Sell	-100	Closed	-$16K	–	242
2020 Q4	$16K	Hold	100	–	–	0.01%	255
2020 Q3	$17K	Hold	100	–	–	0.01%	249
2020 Q2	$14K	Hold	100	–	–	0.01%	250
2020 Q1	$9K	Hold	100	–	–	﹤0.01%	273
2019 Q4	$12K	Hold	100	–	–	﹤0.01%	263
2019 Q3	$11K	Hold	100	–	–	﹤0.01%	267
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	273
2019 Q1	$11K	Hold	100	–	–	0.01%	270
2018 Q4	$9K	Hold	100	–	–	﹤0.01%	277
2018 Q3	$11K	Hold	100	–	–	0.01%	290
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	284
2018 Q1	$9K	Hold	100	–	–	﹤0.01%	296
2017 Q4	$9K	Hold	100	–	–	0.01%	281
2017 Q3	$8K	Hold	100	–	–	0.01%	276
2017 Q2	$7K	Hold	100	–	–	﹤0.01%	315
2017 Q1	$8K	Hold	100	–	–	0.01%	275
2016 Q4	$7K	Hold	100	–	–	0.01%	300
2016 Q3	$7K	Hold	100	–	–	0.01%	294
2016 Q2	$7K	Hold	100	–	–	0.01%	295
2016 Q1	$8K	Hold	100	–	–	0.01%	345
2015 Q4	$7K	Hold	100	–	–	0.01%	327
2015 Q3	$6K	Hold	100	–	–	0.01%	297
2015 Q2	$7K	Hold	100	–	–	0.01%	298
2015 Q1	$7K	Hold	100	–	–	0.01%	269
2014 Q4	$7K	Buy	+100	New	+$5.99K	0.01%	259

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Burt Wealth Advisors's LOW Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 100 shares — an estimated $16K sold.

Burt Wealth Advisors first reported a position in LOW in Q4 2014 and held it in 25 quarters. The position peaked at $17K in Q3 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

Burt Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
Burt Wealth Advisors sold 100 Lowe's Companies shares in Q1 2021, an estimated $16K.
Burt Wealth Advisors first reported a position in Lowe's Companies in Q4 2014 and held it in 25 quarters.
Burt Wealth Advisors's Lowe's Companies position peaked at $17K in Q3 2020.
2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.