Castle Financial & Retirement Planning Associates’s Lowe's Companies LOW Stock Holding History

Castle Financial & Retirement Planning Associates’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 Q4	$8K	Buy	+35	New	+$8.32K	0.03%	116

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

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

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

Castle Financial & Retirement Planning Associates's LOW Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Lowe's Companies (LOW) in Q4 2021: 35 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #116 among its holdings.

2,410 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Castle Financial & Retirement Planning Associates held 35 shares of Lowe's Companies worth $8K as of Q4 2021.
Lowe's Companies was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Lowe's Companies made up 0.03% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #116 holding.
2,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.