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

Invera 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
Q1 		– Sell
-4,833
Closed -$1.08M – 86
2023
Q4 		$1.08M Buy
+4,833
New +$980K 0.67% 47

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

Invera Wealth Advisors's LOW Position: Q1 2024 in Review

Invera Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 4,833 shares — an estimated $1.08M sold.

Invera Wealth Advisors first reported a position in LOW in Q4 2023 and held it in 1 quarter. The position peaked at $1.08M in Q4 2023. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Invera Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Invera Wealth Advisors sold 4,833 Lowe's Companies shares in Q1 2024, an estimated $1.08M.
  • Invera Wealth Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 1 quarter.
  • Invera Wealth Advisors's Lowe's Companies position peaked at $1.08M in Q4 2023.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Invera Wealth Advisors's 13F filing for Q1 2024, filed 22 Apr 2024.