Granite Bay Wealth Management’s Lowe's Companies LOW Stock Holding History

Granite Bay 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 Q2	–	Sell	-3,281	Closed	-$656K	–	62
2023 Q1	$656K	Sell	3,281 -114	-3%	-$23.2K	0.46%	35
2022 Q4	$676K	Sell	3,395 -554	-14%	-$111K	0.44%	30
2022 Q3	$742K	Sell	3,949 -213	-5%	-$41.5K	0.6%	26
2022 Q2	$727K	Sell	4,162 -1,266	-23%	-$244K	0.56%	23
2022 Q1	$1.1M	Buy	5,428 +444	+9%	+$102K	0.89%	19
2021 Q4	$1.29M	Buy	+4,984	New	+$1.18M	1.27%	17

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Granite Bay Wealth Management's LOW Position: Q2 2023 in Review

Granite Bay Wealth Management sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 3,281 shares — an estimated $656K sold.

Granite Bay Wealth Management first reported a position in LOW in Q4 2021 and held it in 6 quarters. The position peaked at $1.29M in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Granite Bay Wealth Management reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Granite Bay Wealth Management sold 3,281 Lowe's Companies shares in Q2 2023, an estimated $656K.
Granite Bay Wealth Management first reported a position in Lowe's Companies in Q4 2021 and held it in 6 quarters.
Granite Bay Wealth Management's Lowe's Companies position peaked at $1.29M in Q4 2021.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Granite Bay Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.