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

Collaborative 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 Q3	–	Sell	-891	Closed	-$201K	–	170
2023 Q2	$201K	Buy	+891	New	+$185K	0.12%	160
2021 Q4	$266K	Buy	+1,028	New	+$244K	0.15%	173
2021 Q1	$208K	Buy	+1,028	New	+$176K	0.12%	183

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

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

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

Collaborative Wealth Management's LOW Position: Q3 2023 in Review

Collaborative Wealth Management sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 891 shares — an estimated $201K sold.

Collaborative Wealth Management first reported a position in LOW in Q1 2021 and held it in 3 quarters. The position peaked at $266K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Collaborative Wealth Management reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Collaborative Wealth Management sold 891 Lowe's Companies shares in Q3 2023, an estimated $201K.
Collaborative Wealth Management first reported a position in Lowe's Companies in Q1 2021 and held it in 3 quarters.
Collaborative Wealth Management's Lowe's Companies position peaked at $266K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Collaborative Wealth Management's 13F filing for Q3 2023, filed 9 Nov 2023.