Cardinal Strategic Wealth Guidance’s Lowe's Companies LOW Stock Holding History

Cardinal Strategic Wealth Guidance’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	-989	Closed	-$206K	–	83
2023 Q3	$206K	Hold	989	–	–	0.1%	62
2023 Q2	$223K	Buy	+989	New	+$206K	0.1%	59
2023 Q1	–	Sell	-1,205	Closed	-$240K	–	90
2022 Q4	$240K	Sell	1,205 -193	-14%	-$38.6K	0.12%	61
2022 Q3	$263K	Sell	1,398 -86	-6%	-$16.8K	0.14%	52
2022 Q2	$259K	Sell	1,484 -269	-15%	-$51.9K	0.13%	56
2022 Q1	$354K	Sell	1,753 -20	-1%	-$4.6K	0.16%	55
2021 Q4	$458K	Hold	1,773	–	–	0.21%	50
2021 Q3	$360K	Hold	1,773	–	–	0.19%	55
2021 Q2	$344K	Hold	1,773	–	–	0.18%	53
2021 Q1	$337K	Sell	1,773 -55	-3%	-$9.44K	0.2%	52
2020 Q4	$293K	Sell	1,828 -24	-1%	-$3.9K	0.17%	45
2020 Q3	$307K	Hold	1,852	–	–	0.22%	45
2020 Q2	$250K	Buy	+1,852	New	+$212K	0.19%	47
2020 Q1	–	Sell	-4,606	Closed	-$552K	–	52
2019 Q4	$552K	Buy	+4,606	New	+$527K	0.47%	36

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Cardinal Strategic Wealth Guidance's LOW Position: Q4 2023 in Review

Cardinal Strategic Wealth Guidance sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 989 shares — an estimated $206K sold.

Cardinal Strategic Wealth Guidance first reported a position in LOW in Q4 2019 and held it in 14 quarters. The position peaked at $552K in Q4 2019. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Cardinal Strategic Wealth Guidance reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Cardinal Strategic Wealth Guidance sold 989 Lowe's Companies shares in Q4 2023, an estimated $206K.
Cardinal Strategic Wealth Guidance first reported a position in Lowe's Companies in Q4 2019 and held it in 14 quarters.
Cardinal Strategic Wealth Guidance's Lowe's Companies position peaked at $552K in Q4 2019.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Cardinal Strategic Wealth Guidance's 13F filing for Q4 2023, filed 30 Jan 2024.