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

Circle 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
2024
Q2 		– Sell
-813
Closed -$207K – 227
2024
Q1 		$207K Buy
+813
New +$187K 0.01% 190
2022
Q1 		– Sell
-1,290
Closed -$333K – 194
2021
Q4 		$333K Hold
1,290
– – 0.04% 155
2021
Q3 		$262K Hold
1,290
– – 0.04% 158
2021
Q2 		$250K Buy
1,290
+14
+1% +$2.74K 0.04% 166
2021
Q1 		$243K Sell
1,276
-6
-0.5% -$1.03K 0.04% 154
2020
Q4 		$206K Sell
1,282
-25
-2% -$4.06K 0.03% 219
2020
Q3 		$217K Buy
+1,307
New +$201K 0.04% 194

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Circle Wealth Management's LOW Position: Q2 2024 in Review

Circle Wealth Management sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 813 shares — an estimated $207K sold.

Circle Wealth Management first reported a position in LOW in Q3 2020 and held it in 7 quarters. The position peaked at $333K in Q4 2021. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • Circle Wealth Management reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
  • Circle Wealth Management sold 813 Lowe's Companies shares in Q2 2024, an estimated $207K.
  • Circle Wealth Management first reported a position in Lowe's Companies in Q3 2020 and held it in 7 quarters.
  • Circle Wealth Management's Lowe's Companies position peaked at $333K in Q4 2021.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Circle Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.