Clarus Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Clarus 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
2024 Q2	–	Sell	-875	Closed	-$208K	–	139
2024 Q1	$208K	Buy	+875	New	+$201K	0.12%	121
2023 Q2	$246K	Buy	1,109 +2	+0.2%	+$416	0.15%	106
2023 Q1	$220K	Buy	+1,107	New	+$225K	0.14%	114
2020 Q1	–	Sell	-5,979	Closed	-$730K	–	134
2019 Q4	$730K	Buy	5,979 +380	+7%	+$43.5K	0.48%	58
2019 Q3	$616K	Buy	5,599 +2,705	+93%	+$286K	0.45%	49
2019 Q2	$292K	Buy	2,894 +471	+19%	+$49.7K	0.21%	79
2019 Q1	$265K	Buy	2,423 +159	+7%	+$15.9K	0.2%	71
2018 Q4	$209K	Buy	2,264 +378	+20%	+$36.4K	0.33%	75
2018 Q3	$217K	Buy	1,886 +57	+3%	+$5.94K	0.14%	118
2018 Q2	$161K	Buy	+1,829	New	+$166K	0.12%	144

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Clarus Wealth Advisors's LOW Position: Q2 2024 in Review

Clarus Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 875 shares — an estimated $208K sold.

Clarus Wealth Advisors first reported a position in LOW in Q2 2018 and held it in 10 quarters. The position peaked at $730K in Q4 2019. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Clarus Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Clarus Wealth Advisors sold 875 Lowe's Companies shares in Q2 2024, an estimated $208K.
Clarus Wealth Advisors first reported a position in Lowe's Companies in Q2 2018 and held it in 10 quarters.
Clarus Wealth Advisors's Lowe's Companies position peaked at $730K in Q4 2019.
2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Clarus Wealth Advisors's 13F filing for Q2 2024, filed 11 Jul 2024.