Icon Wealth Partners’s Lowe's Companies LOW Stock Holding History

Icon Wealth Partners’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 Q3	–	Sell	-4,154	Closed	-$938K	–	416
2023 Q2	$938K	Hold	4,154	–	–	0.1%	139
2023 Q1	$831K	Buy	+4,154	New	+$844K	0.09%	155
2022 Q2	$775K	Sell	4,436 -321	-7%	-$61.9K	0.09%	160
2022 Q1	$962K	Buy	4,757 +3,673	+339%	+$845K	0.1%	154
2021 Q4	$280K	Sell	1,084 -3,949	-78%	-$939K	0.03%	272
2021 Q3	$1.02M	Sell	5,033 -3	-0.1%	-$598	0.11%	161
2021 Q2	$977K	Buy	5,036 +216	+4%	+$42.3K	0.1%	158
2021 Q1	$917K	Buy	+4,820	New	+$827K	0.11%	146
2019 Q2	–	Sell	-237	Closed	-$26K	–	513
2019 Q1	$26K	Buy	+237	New	+$23.7K	0.01%	495
2018 Q3	–	Sell	-328	Closed	-$31K	–	535
2018 Q2	$31K	Buy	+328	New	+$29.7K	0.01%	487
2018 Q1	–	Sell	-756	Closed	-$70K	–	532
2017 Q4	$70K	Buy	+756	New	+$62.5K	0.03%	337

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

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

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

Icon Wealth Partners's LOW Position: Q3 2023 in Review

Icon Wealth Partners sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 4,154 shares — an estimated $938K sold.

Icon Wealth Partners first reported a position in LOW in Q4 2017 and held it in 11 quarters. The position peaked at $1.02M in Q3 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Icon Wealth Partners reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Icon Wealth Partners sold 4,154 Lowe's Companies shares in Q3 2023, an estimated $938K.
Icon Wealth Partners first reported a position in Lowe's Companies in Q4 2017 and held it in 11 quarters.
Icon Wealth Partners's Lowe's Companies position peaked at $1.02M in Q3 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.