Financial Synergies Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-507	Closed	-$129K	–	284
2024 Q1	$129K	Buy	507 +500	+7,143%	+$115K	0.02%	92
2023 Q4	$1.4K	Sell	7 -500	-99%	-$101K	﹤0.01%	288
2023 Q3	$105K	Buy	507 +500	+7,143%	+$112K	0.02%	84
2023 Q2	$1.58K	Hold	7	–	–	﹤0.01%	316
2023 Q1	$1.4K	Hold	7	–	–	﹤0.01%	340
2022 Q4	$1.4K	Hold	7	–	–	﹤0.01%	288
2022 Q3	$1.31K	Hold	7	–	–	﹤0.01%	260
2022 Q2	$1.22K	Buy	+7	New	+$1.35K	﹤0.01%	292

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Financial Synergies Wealth Advisors's LOW Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 507 shares — an estimated $129K sold.

Financial Synergies Wealth Advisors first reported a position in LOW in Q2 2022 and held it in 8 quarters. The position peaked at $129K in Q1 2024. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 507 Lowe's Companies shares in Q2 2024, an estimated $129K.
Financial Synergies Wealth Advisors first reported a position in Lowe's Companies in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Lowe's Companies position peaked at $129K in Q1 2024.
2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.