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

CWS 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
2024
Q1 		– Sell
-1,631
Closed -$363K – 130
2023
Q4 		$363K Buy
1,631
+1
+0.1% +$203 0.14% 108
2023
Q3 		$339K Sell
1,630
-50
-3% -$11.2K 0.14% 108
2023
Q2 		$379K Sell
1,680
-57
-3% -$11.9K 0.14% 104
2023
Q1 		$347K Sell
1,737
-52
-3% -$10.6K 0.14% 108
2022
Q4 		$340K Buy
1,789
+86
+5% +$17.2K 0.15% 97
2022
Q3 		$320K Buy
1,703
+1
+0.1% +$195 0.15% 105
2022
Q2 		$297K Buy
1,702
+2
+0.1% +$386 0.14% 111
2022
Q1 		$344K Buy
1,700
+1
+0.1% +$230 0.13% 106
2021
Q4 		$439K Buy
+1,699
New +$404K 0.15% 98
2021
Q2 		$320K Sell
1,650
-139
-8% -$27.2K 0.13% 108
2021
Q1 		$340K Buy
1,789
+1
+0.1% +$172 0.15% 97
2020
Q4 		$287K Buy
1,788
+2
+0.1% +$325 0.17% 99
2020
Q3 		$296K Buy
1,786
+1
+0.1% +$154 0.2% 94
2020
Q2 		$241K Sell
1,785
-14
-0.8% -$1.6K 0.17% 109
2020
Q1 		$215K Hold
1,799
– – 0.16% 112
2019
Q4 		$215K Buy
+1,799
New +$206K 0.16% 113

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

CWS Financial Advisors's LOW Position: Q1 2024 in Review

CWS Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 1,631 shares — an estimated $363K sold.

CWS Financial Advisors first reported a position in LOW in Q4 2019 and held it in 16 quarters. The position peaked at $439K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • CWS Financial Advisors reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • CWS Financial Advisors sold 1,631 Lowe's Companies shares in Q1 2024, an estimated $363K.
  • CWS Financial Advisors first reported a position in Lowe's Companies in Q4 2019 and held it in 16 quarters.
  • CWS Financial Advisors's Lowe's Companies position peaked at $439K in Q4 2021.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on CWS Financial Advisors's 13F filing for Q1 2024, filed 1 May 2024.