Capital Directions Investment Advisors’s Lowe's Companies LOW Stock Holding History

Capital Directions Investment 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
2022 Q4	$22.7K	Buy	+114	New	+$22.8K	0.01%	165
2022 Q3	–	Sell	-289	Closed	-$56.3K	–	153
2022 Q2	$50K	Sell	289 -97	-25%	-$18.7K	0.02%	128
2022 Q1	$78K	Buy	+386	New	+$88.8K	0.02%	115
2021 Q4	–	Sell	-264	Closed	-$54K	–	147
2021 Q3	$54K	Buy	264 +114	+76%	+$22.7K	0.02%	135
2021 Q2	$29K	Buy	+150	New	+$29.3K	0.01%	150
2021 Q1	–	Sell	-150	Closed	-$24K	–	281
2020 Q4	$24K	Hold	150	–	–	0.01%	145
2020 Q3	$25K	Hold	150	–	–	0.01%	143
2020 Q2	$20K	Buy	+150	New	+$17.1K	0.01%	157
2018 Q3	–	Sell	-300	Closed	-$29K	–	194
2018 Q2	$29K	Buy	+300	New	+$27.2K	0.01%	97

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

Morgan Stanley New York $1.66T AUM 25.57% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Directions Investment Advisors's LOW Position: Q4 2022 in Review

Capital Directions Investment Advisors opened a new position in Lowe's Companies (LOW) in Q4 2022: 114 shares worth $22.7K. The stake represents 0.01% of the portfolio and ranks #165 among its holdings. This is a return to the name: Capital Directions Investment Advisors previously reported a position in LOW as recently as Q2 2022.

Capital Directions Investment Advisors first reported a position in LOW in Q2 2018 and has held it in 9 quarters since. The position peaked at $78K in Q1 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Capital Directions Investment Advisors held 114 shares of Lowe's Companies worth $22.7K as of Q4 2022.
Lowe's Companies was a new Capital Directions Investment Advisors position in Q4 2022.
Lowe's Companies made up 0.01% of Capital Directions Investment Advisors's portfolio in Q4 2022, its #165 holding.
Capital Directions Investment Advisors first reported a position in Lowe's Companies in Q2 2018 and has held it in 9 quarters since.
Capital Directions Investment Advisors's Lowe's Companies position peaked at $78K in Q1 2022.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q4 2022, filed 1 Feb 2023.