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Capstone Wealth Management Group (Pennsylvania)’s Lowe's Companies LOW Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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
-1,112
Closed -$287K – 72
2021
Q4 		$287K Buy
+1,112
New +$264K 0.23% 67

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State Street
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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

Capstone Wealth Management Group (Pennsylvania)'s LOW Position: Q1 2022 in Review

Capstone Wealth Management Group (Pennsylvania) sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,112 shares — an estimated $287K sold.

Capstone Wealth Management Group (Pennsylvania) first reported a position in LOW in Q4 2021 and held it in 1 quarter. The position peaked at $287K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Capstone Wealth Management Group (Pennsylvania) reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Capstone Wealth Management Group (Pennsylvania) sold 1,112 Lowe's Companies shares in Q1 2022, an estimated $287K.
  • Capstone Wealth Management Group (Pennsylvania) first reported a position in Lowe's Companies in Q4 2021 and held it in 1 quarter.
  • Capstone Wealth Management Group (Pennsylvania)'s Lowe's Companies position peaked at $287K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q1 2022, filed 12 Apr 2022.