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EnRich Financial Partners’s Lowe's Companies LOW Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-200
Closed -$49.4K – 150
2024
Q4 		$49.4K Hold
200
– – 0.02% 111
2024
Q3 		$54.2K Hold
200
– – 0.02% 104
2024
Q2 		$44.1K Buy
+200
New +$45.6K 0.02% 110

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JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

EnRich Financial Partners's LOW Position: Q1 2025 in Review

EnRich Financial Partners sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 200 shares — an estimated $49.4K sold.

EnRich Financial Partners first reported a position in LOW in Q2 2024 and held it in 3 quarters. The position peaked at $54.2K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

  • EnRich Financial Partners reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 200 Lowe's Companies shares in Q1 2025, an estimated $49.4K.
  • EnRich Financial Partners first reported a position in Lowe's Companies in Q2 2024 and held it in 3 quarters.
  • EnRich Financial Partners's Lowe's Companies position peaked at $54.2K in Q3 2024.
  • 2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.