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FirstPurpose Wealth’s Lowe's Companies LOW Stock Holding History

FirstPurpose Wealth’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
Q1 		$294K Sell
1,241
-64
-5% -$14.7K 0.11% 162
2023
Q4 		$290K Sell
1,305
-45
-3% -$9.12K 0.11% 158
2023
Q3 		$281K Buy
1,350
+79
+6% +$17.8K 0.12% 149
2023
Q2 		$287K Buy
1,271
+43
+4% +$8.94K 0.12% 148
2023
Q1 		$246K Buy
1,228
+58
+5% +$11.8K 0.12% 151
2022
Q4 		$233K Buy
1,170
+53
+5% +$10.6K 0.13% 154
2022
Q3 		$210K Buy
+1,117
New +$218K 0.14% 134
2022
Q1 		– Sell
-849
Closed -$219K – 149
2021
Q4 		$219K Buy
+849
New +$202K 0.14% 127

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

FirstPurpose Wealth's LOW Position: Q1 2024 in Review

FirstPurpose Wealth reduced its Lowe's Companies (LOW) stake by 4.9% in Q1 2024, selling an estimated $14.7K and leaving 1,241 shares worth $294K. The position accounts for 0.11% of the portfolio, ranked #162.

FirstPurpose Wealth first reported a position in LOW in Q4 2021 and has held it in 8 quarters since. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • FirstPurpose Wealth held 1,241 shares of Lowe's Companies worth $294K as of Q1 2024.
  • FirstPurpose Wealth sold 64 Lowe's Companies shares in Q1 2024, an estimated $14.7K.
  • Lowe's Companies made up 0.11% of FirstPurpose Wealth's portfolio in Q1 2024, its #162 holding.
  • FirstPurpose Wealth first reported a position in Lowe's Companies in Q4 2021 and has held it in 8 quarters since.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.