CWM
LOW icon

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

Curi 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
Q1 		– Sell
-3,561
Closed -$792K – 82
2023
Q4 		$792K Buy
3,561
+30
+0.8% +$6.08K 0.11% 73
2023
Q3 		$734K Sell
3,531
-373
-10% -$83.9K 0.11% 73
2023
Q2 		$881K Sell
3,904
-44
-1% -$9.15K 0.12% 75
2023
Q1 		$789K Sell
3,948
-547
-12% -$111K 0.11% 84
2022
Q4 		$896K Buy
4,495
+113
+3% +$22.6K 0.13% 89
2022
Q3 		$823K Buy
4,382
+767
+21% +$149K 0.14% 77
2022
Q2 		$631K Buy
3,615
+100
+3% +$19.3K 0.12% 59
2022
Q1 		$710K Buy
3,515
+482
+16% +$111K 0.12% 55
2021
Q4 		$784K Sell
3,033
-44
-1% -$10.5K 0.14% 60
2021
Q3 		$624K Buy
3,077
+10
+0.3% +$1.99K 0.29% 37
2021
Q2 		$594K Sell
3,067
-189
-6% -$37K 0.3% 38
2021
Q1 		$619K Sell
3,256
-352
-10% -$60.4K 0.39% 35
2020
Q4 		$579K Buy
+3,608
New +$586K 0.42% 33

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Curi Wealth Management's LOW Position: Q1 2024 in Review

Curi Wealth Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 3,561 shares — an estimated $792K sold.

Curi Wealth Management first reported a position in LOW in Q4 2020 and held it in 13 quarters. The position peaked at $896K in Q4 2022. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Curi Wealth Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 3,561 Lowe's Companies shares in Q1 2024, an estimated $792K.
  • Curi Wealth Management first reported a position in Lowe's Companies in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's Lowe's Companies position peaked at $896K in Q4 2022.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.