IWA
LOW icon

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

IVC 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
Q4 		– Sell
-1,213
Closed -$328K – 161
2024
Q3 		$328K Buy
1,213
+11
+0.9% +$2.66K 0.18% 114
2024
Q2 		$265K Sell
1,202
-20
-2% -$4.56K 0.15% 136
2024
Q1 		$311K Buy
1,222
+42
+4% +$9.65K 0.18% 120
2023
Q4 		$263K Sell
1,180
-4,705
-80% -$954K 0.16% 120
2023
Q3 		$1.22M Sell
5,885
-1
-0% -$225 0.82% 27
2023
Q2 		$1.33M Buy
5,886
+4,729
+409% +$984K 0.84% 27
2023
Q1 		$231K Sell
1,157
-16
-1% -$3.25K 0.16% 123
2022
Q4 		$234K Sell
1,173
-48
-4% -$9.59K 0.17% 129
2022
Q3 		$229K Sell
1,221
-29
-2% -$5.65K 0.18% 123
2022
Q2 		$218K Sell
1,250
-258
-17% -$49.7K 0.17% 131
2022
Q1 		$305K Sell
1,508
-529
-26% -$122K 0.2% 113
2021
Q4 		$527K Sell
2,037
-11
-0.5% -$2.62K 0.34% 75
2021
Q3 		$415K Buy
2,048
+81
+4% +$16.1K 0.29% 89
2021
Q2 		$382K Buy
1,967
+109
+6% +$21.3K 0.27% 95
2021
Q1 		$353K Buy
1,858
+390
+27% +$66.9K 0.28% 92
2020
Q4 		$236K Buy
+1,468
New +$238K 0.23% 103

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

IVC Wealth Advisors's LOW Position: Q4 2024 in Review

IVC Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 1,213 shares — an estimated $328K sold.

IVC Wealth Advisors first reported a position in LOW in Q4 2020 and held it in 16 quarters. The position peaked at $1.33M in Q2 2023. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • IVC Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • IVC Wealth Advisors sold 1,213 Lowe's Companies shares in Q4 2024, an estimated $328K.
  • IVC Wealth Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 16 quarters.
  • IVC Wealth Advisors's Lowe's Companies position peaked at $1.33M in Q2 2023.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on IVC Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.