IBEX Wealth Advisors’s Lowe's Companies LOW Stock Holding History

IBEX 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 Q3	–	Sell	-233	Closed	-$51.4K	–	189
2024 Q2	$51.4K	Buy	+233	New	+$53.2K	0.01%	159
2022 Q2	–	Sell	-1,610	Closed	-$325K	–	171
2022 Q1	$325K	Sell	1,610 -235	-13%	-$54.1K	0.06%	135
2021 Q4	$477K	Buy	1,845 +203	+12%	+$48.3K	0.08%	127
2021 Q3	$333K	Buy	1,642 +457	+39%	+$91.1K	0.06%	140
2021 Q2	$230K	Buy	+1,185	New	+$232K	0.05%	164
2020 Q1	–	Sell	-13,967	Closed	-$1.67M	–	105
2019 Q4	$1.67M	Buy	+13,967	New	+$1.6M	0.51%	72
2019 Q3	–	Sell	-17,411	Closed	-$1.76M	–	258
2019 Q2	$1.76M	Sell	17,411 -16,600	-49%	-$1.75M	0.51%	81
2019 Q1	$3.72M	Buy	34,011 +6,654	+24%	+$664K	1.3%	27
2018 Q4	$2.53M	Buy	+27,357	New	+$2.64M	1.15%	30
2016 Q4	–	Sell	-11,110	Closed	-$803K	–	458
2016 Q3	$803K	Buy	+11,110	New	+$864K	0.44%	74

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

IBEX Wealth Advisors's LOW Position: Q3 2024 in Review

IBEX Wealth Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 233 shares — an estimated $51.4K sold.

IBEX Wealth Advisors first reported a position in LOW in Q3 2016 and held it in 10 quarters. The position peaked at $3.72M in Q1 2019. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

IBEX Wealth Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
IBEX Wealth Advisors sold 233 Lowe's Companies shares in Q3 2024, an estimated $51.4K.
IBEX Wealth Advisors first reported a position in Lowe's Companies in Q3 2016 and held it in 10 quarters.
IBEX Wealth Advisors's Lowe's Companies position peaked at $3.72M in Q1 2019.
2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on IBEX Wealth Advisors's 13F filing for Q3 2024, filed 4 Nov 2024.