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

Capital 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
2022
Q1 		– Sell
-1,723
Closed -$445K – 105
2021
Q4 		$445K Buy
1,723
+129
+8% +$30.7K 0.01% 70
2021
Q3 		$323K Buy
1,594
+71
+5% +$14.2K 0.01% 89
2021
Q2 		$295K Sell
1,523
-37
-2% -$7.24K 0.01% 101
2021
Q1 		$297K Buy
1,560
+60
+4% +$10.3K 0.01% 101
2020
Q4 		$259K Sell
1,500
-1,822
-55% -$296K 0.01% 91
2020
Q3 		$551K Sell
3,322
-1,212
-27% -$187K 0.03% 63
2020
Q2 		$613K Sell
4,534
-1,580
-26% -$180K 0.03% 65
2020
Q1 		$526K Buy
6,114
+1,540
+34% +$168K 0.03% 119
2019
Q4 		$548K Sell
4,574
-807
-15% -$92.3K 0.03% 115
2019
Q3 		$597K Sell
5,381
-828
-13% -$87.4K 0.04% 125
2019
Q2 		$627K Buy
+6,209
New +$655K 0.05% 113
2018
Q3 		– Sell
-5,500
Closed -$526K – 106
2018
Q2 		$526K Sell
5,500
-4,000
-42% -$362K 0.37% 43
2018
Q1 		$834K Sell
9,500
-3,500
-27% -$331K 0.58% 36
2017
Q4 		$1.21M Sell
13,000
-27,804
-68% -$2.3M 1.67% 7
2017
Q3 		$2.48M Buy
40,804
+9,664
+31% +$740K 1.96% 9
2017
Q2 		$2.41M Buy
31,140
+6,595
+27% +$539K 0.39% 34
2017
Q1 		$2.02M Hold
24,545
– – 1.7% 8
2016
Q4 		$1.75M Buy
24,545
+20,000
+440% +$1.42M 1.54% 9
2016
Q3 		$328K Buy
+4,545
New +$353K 0.25% 49
2014
Q4 		– Sell
-124,486
Closed -$6.59M – 142
2014
Q3 		$6.59M Hold
124,486
– – 2.67% 8
2014
Q2 		$5.97M Hold
124,486
– – 2.21% 9
2014
Q1 		$6.09M Buy
+124,486
New +$6.01M 2.62% 7
2013
Q4 		– Sell
-124,486
Closed -$5.93M – 104
2013
Q3 		$5.93M Hold
124,486
– – 2.67% 7
2013
Q2 		$5.09M Buy
+124,486
New +$5.01M 4% 7

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
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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Planning's LOW Position: Q1 2022 in Review

Capital Wealth Planning sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,723 shares — an estimated $445K sold.

Capital Wealth Planning first reported a position in LOW in Q2 2013 and held it in 24 quarters. The position peaked at $6.59M in Q3 2014. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Capital Wealth Planning reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Capital Wealth Planning sold 1,723 Lowe's Companies shares in Q1 2022, an estimated $445K.
  • Capital Wealth Planning first reported a position in Lowe's Companies in Q2 2013 and held it in 24 quarters.
  • Capital Wealth Planning's Lowe's Companies position peaked at $6.59M in Q3 2014.
  • 2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Capital Wealth Planning's 13F filing for Q1 2022, filed 11 May 2022.