ERTS Wealth Advisors’s Lowe's Companies LOW Stock Holding History

ERTS Wealth 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
2021 Q4	–	Sell	-1,260	Closed	-$256K	–	88
2021 Q3	$256K	Hold	1,260	–	–	0.07%	71
2021 Q2	$244K	Sell	1,260 -8	-0.6%	-$1.56K	0.07%	77
2021 Q1	$241K	Sell	1,268 -200	-14%	-$34.3K	0.07%	78
2020 Q4	$236K	Sell	1,468 -132	-8%	-$21.4K	0.08%	70
2020 Q3	$265K	Sell	1,600 -25	-2%	-$3.85K	0.1%	62
2020 Q2	$220K	Sell	1,625 -820	-34%	-$93.6K	0.09%	71
2020 Q1	$210K	Sell	2,445 -290	-11%	-$31.7K	0.1%	74
2019 Q4	$328K	Sell	2,735 -200	-7%	-$22.9K	0.15%	63
2019 Q3	$323K	Sell	2,935 -725	-20%	-$76.5K	0.16%	62
2019 Q2	$369K	Hold	3,660	–	–	0.2%	58
2019 Q1	$401K	Sell	3,660 -769	-17%	-$76.7K	0.24%	54
2018 Q4	$409K	Buy	+4,429	New	+$427K	0.29%	47

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ERTS Wealth Advisors's LOW Position: Q4 2021 in Review

ERTS Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 1,260 shares — an estimated $256K sold.

ERTS Wealth Advisors first reported a position in LOW in Q4 2018 and held it in 12 quarters. The position peaked at $409K in Q4 2018. 2,410 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

ERTS Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
ERTS Wealth Advisors sold 1,260 Lowe's Companies shares in Q4 2021, an estimated $256K.
ERTS Wealth Advisors first reported a position in Lowe's Companies in Q4 2018 and held it in 12 quarters.
ERTS Wealth Advisors's Lowe's Companies position peaked at $409K in Q4 2018.
2,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on ERTS Wealth Advisors's 13F filing for Q4 2021, filed 15 Feb 2022.