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CLA (CliftonLarsonAllen) Wealth Advisors’s Lowe's Companies LOW Stock Holding History

CLA (CliftonLarsonAllen) Wealth Advisors’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 		– Sell
-2,439
Closed -$495K – 239
2021
Q3 		$495K Buy
2,439
+4
+0.2% +$797 0.02% 226
2021
Q2 		$472K Buy
+2,435
New +$476K 0.02% 237

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

CLA (CliftonLarsonAllen) Wealth Advisors's LOW Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 2,439 shares — an estimated $495K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in LOW in Q2 2021 and held it in 2 quarters. The position peaked at $495K in Q3 2021. 2,411 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,439 Lowe's Companies shares in Q4 2021, an estimated $495K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Lowe's Companies in Q2 2021 and held it in 2 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Lowe's Companies position peaked at $495K in Q3 2021.
  • 2,411 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.