IGWM
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ICA Group Wealth Management’s Lowe's Companies LOW Stock Holding History

ICA Group 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
2024
Q2 		– Sell
-520
Closed -$132K – 1081
2024
Q1 		$132K Sell
520
-77
-13% -$17.7K 0.03% 350
2023
Q4 		$133K Buy
+597
New +$121K 0.03% 312
2023
Q3 		– Sell
-609
Closed -$137K – 770
2023
Q2 		$137K Sell
609
-1,129
-65% -$235K 0.03% 278
2023
Q1 		$348K Buy
1,738
+169
+11% +$34.3K 0.08% 187
2022
Q4 		$313K Sell
1,569
-1,835
-54% -$367K 0.07% 205
2022
Q3 		$639K Buy
3,404
+139
+4% +$27.1K 0.14% 158
2022
Q2 		$690K Buy
3,265
+54
+2% +$10.4K 0.13% 158
2022
Q1 		$632K Buy
+3,211
New +$739K 0.12% 169

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

ICA Group Wealth Management's LOW Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 520 shares — an estimated $132K sold.

ICA Group Wealth Management first reported a position in LOW in Q1 2022 and held it in 8 quarters. The position peaked at $690K in Q2 2022. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 520 Lowe's Companies shares in Q2 2024, an estimated $132K.
  • ICA Group Wealth Management first reported a position in Lowe's Companies in Q1 2022 and held it in 8 quarters.
  • ICA Group Wealth Management's Lowe's Companies position peaked at $690K in Q2 2022.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.