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Compass Financial Advisors’s Lowe's Companies LOW Stock Holding History

Compass Financial 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
2022
Q1 		– Sell
-776
Closed -$201K – 147
2021
Q4 		$201K Buy
+776
New +$184K 0.22% 132

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Compass Financial Advisors's LOW Position: Q1 2022 in Review

Compass Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 776 shares — an estimated $201K sold.

Compass Financial Advisors first reported a position in LOW in Q4 2021 and held it in 1 quarter. The position peaked at $201K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Compass Financial Advisors reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Compass Financial Advisors sold 776 Lowe's Companies shares in Q1 2022, an estimated $201K.
  • Compass Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 1 quarter.
  • Compass Financial Advisors's Lowe's Companies position peaked at $201K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Compass Financial Advisors's 13F filing for Q1 2022, filed 5 May 2022.