CCG Wealth Management’s Lowe's Companies LOW Stock Holding History

CCG Wealth Management’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 Q1	–	Sell	-1,515	Closed	-$302K	–	85
2022 Q4	$302K	Sell	1,515 -63	-4%	-$12.6K	0.17%	65
2022 Q3	$296K	Buy	1,578 +45	+3%	+$8.76K	0.18%	61
2022 Q2	$268K	Hold	1,533	–	–	0.15%	74
2022 Q1	$310K	Buy	1,533 +400	+35%	+$92K	0.15%	81
2021 Q4	$293K	Hold	1,133	–	–	0.15%	61
2021 Q3	$230K	Hold	1,133	–	–	0.13%	91
2021 Q2	$220K	Buy	+1,133	New	+$222K	0.17%	71

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

CCG Wealth Management's LOW Position: Q1 2023 in Review

CCG Wealth Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,515 shares — an estimated $302K sold.

CCG Wealth Management first reported a position in LOW in Q2 2021 and held it in 7 quarters. The position peaked at $310K in Q1 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

CCG Wealth Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
CCG Wealth Management sold 1,515 Lowe's Companies shares in Q1 2023, an estimated $302K.
CCG Wealth Management first reported a position in Lowe's Companies in Q2 2021 and held it in 7 quarters.
CCG Wealth Management's Lowe's Companies position peaked at $310K in Q1 2022.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on CCG Wealth Management's 13F filing for Q1 2023, filed 12 Apr 2023.