Heritage Wealth Management (Arizona)’s Lowe's Companies LOW Stock Holding History

Heritage Wealth Management (Arizona)’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	$1.78M	Sell	8,056 -859	-10%	-$196K	0.99%	20
2024 Q1	$2.27M	Buy	8,915 +69	+0.8%	+$15.9K	1.16%	16
2023 Q4	$1.97M	Buy	+8,846	New	+$1.79M	1.07%	19
2022 Q4	$5.34M	Buy	26,816 +14,652	+120%	+$2.93M	0.76%	24
2022 Q3	$2.29M	Sell	12,164 -44	-0.4%	-$8.57K	0.73%	24
2022 Q2	$2.13M	Buy	12,208 +21	+0.2%	+$4.05K	0.71%	27
2022 Q1	$2.46M	Buy	+12,187	New	+$2.8M	0.67%	26
2021 Q3	$1.97M	Buy	9,716 +1,220	+14%	+$243K	0.7%	26
2021 Q2	$1.65M	Buy	8,496 +576	+7%	+$113K	0.62%	28
2021 Q1	$1.51M	Buy	+7,920	New	+$1.36M	0.85%	25

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s LOW Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Lowe's Companies (LOW) stake by 9.6% in Q2 2024, selling an estimated $196K and leaving 8,056 shares worth $1.78M. The position accounts for 0.99% of the portfolio, ranked #20.

Heritage Wealth Management (Arizona) first reported a position in LOW in Q1 2021 and has held it in 10 quarters since. The position peaked at $5.34M in Q4 2022. 2,454 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Heritage Wealth Management (Arizona) held 8,056 shares of Lowe's Companies worth $1.78M as of Q2 2024.
Heritage Wealth Management (Arizona) sold 859 Lowe's Companies shares in Q2 2024, an estimated $196K.
Lowe's Companies made up 0.99% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #20 holding.
Heritage Wealth Management (Arizona) first reported a position in Lowe's Companies in Q1 2021 and has held it in 10 quarters since.
Heritage Wealth Management (Arizona)'s Lowe's Companies position peaked at $5.34M in Q4 2022.
2,454 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.