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

Filbrandt 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
2021
Q3 		$73K Hold
359
– – 0.04% 67
2021
Q2 		$70K Hold
359
– – 0.04% 75
2021
Q1 		$68K Hold
359
– – 0.04% 73
2020
Q4 		$58K Sell
359
-250
-41% -$40.6K 0.04% 79
2020
Q3 		$101K Sell
609
-103
-14% -$15.9K 0.08% 50
2020
Q2 		$96K Buy
712
+103
+17% +$11.8K 0.08% 68
2020
Q1 		$52K Buy
609
+359
+144% +$39.2K 0.06% 69
2019
Q4 		$29K Buy
+250
New +$28.6K 0.03% 106

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Filbrandt Wealth Management's LOW Position: Q3 2021 in Review

Filbrandt Wealth Management held its Lowe's Companies (LOW) position steady in Q3 2021 at 359 shares worth $73K. The position accounts for 0.04% of the portfolio, ranked #67.

Filbrandt Wealth Management first reported a position in LOW in Q4 2019 and has held it in 8 quarters since. The position peaked at $101K in Q3 2020. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Filbrandt Wealth Management held 359 shares of Lowe's Companies worth $73K as of Q3 2021.
  • Filbrandt Wealth Management left its Lowe's Companies share count unchanged in Q3 2021.
  • Lowe's Companies made up 0.04% of Filbrandt Wealth Management's portfolio in Q3 2021, its #67 holding.
  • Filbrandt Wealth Management first reported a position in Lowe's Companies in Q4 2019 and has held it in 8 quarters since.
  • Filbrandt Wealth Management's Lowe's Companies position peaked at $101K in Q3 2020.
  • 2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Filbrandt Wealth Management's 13F filing for Q3 2021, filed 6 Oct 2021.