FSB Premier Wealth Management’s Lowe's Companies LOW Stock Holding History

FSB Premier 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
2023 Q1	–	Sell	-1,046	Closed	-$208K	–	155
2022 Q4	$208K	Buy	+1,046	New	+$209K	0.11%	137
2022 Q2	–	Sell	-1,184	Closed	-$242K	–	134
2022 Q1	$242K	Sell	1,184 -1,093	-48%	-$251K	0.12%	120
2021 Q4	$588K	Buy	2,277 +791	+53%	+$188K	0.25%	72
2021 Q3	$301K	Buy	1,486 +207	+16%	+$41.3K	0.15%	90
2021 Q2	$248K	Buy	1,279 +153	+14%	+$29.9K	0.13%	89
2021 Q1	$214K	Buy	+1,126	New	+$193K	0.12%	94

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

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

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

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

PSCM

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

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

FSB Premier Wealth Management's LOW Position: Q1 2023 in Review

FSB Premier Wealth Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,046 shares — an estimated $208K sold.

FSB Premier Wealth Management first reported a position in LOW in Q1 2021 and held it in 6 quarters. The position peaked at $588K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

FSB Premier Wealth Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
FSB Premier Wealth Management sold 1,046 Lowe's Companies shares in Q1 2023, an estimated $208K.
FSB Premier Wealth Management first reported a position in Lowe's Companies in Q1 2021 and held it in 6 quarters.
FSB Premier Wealth Management's Lowe's Companies position peaked at $588K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on FSB Premier Wealth Management's 13F filing for Q1 2023, filed 4 May 2023.