Engrave Wealth Partners’s Lowe's Companies LOW Stock Holding History

Engrave Wealth Partners’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 Q4	$304K	Hold	1,367	–	–	0.09%	62
2023 Q3	$284K	Hold	1,367	–	–	0.09%	54
2023 Q2	$309K	Buy	1,367 +173	+14%	+$36K	0.1%	52
2023 Q1	$246K	Sell	1,194 -5	-0.4%	-$1.02K	0.08%	61
2022 Q4	$250K	Buy	+1,199	New	+$240K	0.09%	58
2022 Q1	–	Sell	-833	Closed	-$215K	–	65
2021 Q4	$215K	Buy	+833	New	+$198K	0.06%	64
2020 Q3	–	Sell	-864	Closed	-$116K	–	266
2020 Q2	$116K	Sell	864 -14	-2%	-$1.6K	0.1%	67
2020 Q1	$75K	Sell	878 -115	-12%	-$12.6K	0.09%	71
2019 Q4	$118K	Buy	+993	New	+$114K	0.11%	67

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Engrave Wealth Partners's LOW Position: Q4 2023 in Review

Engrave Wealth Partners held its Lowe's Companies (LOW) position steady in Q4 2023 at 1,367 shares worth $304K. The position accounts for 0.09% of the portfolio, ranked #62.

Engrave Wealth Partners first reported a position in LOW in Q4 2019 and has held it in 9 quarters since. The position peaked at $309K in Q2 2023. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Engrave Wealth Partners held 1,367 shares of Lowe's Companies worth $304K as of Q4 2023.
Engrave Wealth Partners left its Lowe's Companies share count unchanged in Q4 2023.
Lowe's Companies made up 0.09% of Engrave Wealth Partners's portfolio in Q4 2023, its #62 holding.
Engrave Wealth Partners first reported a position in Lowe's Companies in Q4 2019 and has held it in 9 quarters since.
Engrave Wealth Partners's Lowe's Companies position peaked at $309K in Q2 2023.
2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Engrave Wealth Partners's 13F filing for Q4 2023, filed 16 Jan 2024.