KCS Wealth Advisory’s Lowe's Companies LOW Stock Holding History

KCS Wealth Advisory’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	-1,504	Closed	-$339K	–	145
2023 Q2	$339K	Buy	1,504 +38	+3%	+$7.9K	0.12%	127
2023 Q1	$293K	Hold	1,466	–	–	0.11%	122
2022 Q4	$292K	Sell	1,466 -11	-0.7%	-$2.2K	0.12%	127
2022 Q3	$277K	Buy	1,477 +11	+0.8%	+$2.14K	0.13%	126
2022 Q2	$256K	Hold	1,466	–	–	0.11%	137
2022 Q1	$296K	Hold	1,466	–	–	0.14%	132
2021 Q4	$379K	Hold	1,466	–	–	0.15%	128
2021 Q3	$297K	Hold	1,466	–	–	0.14%	125
2021 Q2	$284K	Sell	1,466 -51	-3%	-$9.98K	0.13%	131
2021 Q1	$289K	Buy	+1,517	New	+$260K	0.15%	127
2019 Q4	–	Sell	-1,171	Closed	-$129K	–	292
2019 Q3	$129K	Buy	+1,171	New	+$124K	0.09%	177

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

KCS Wealth Advisory's LOW Position: Q3 2023 in Review

KCS Wealth Advisory sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,504 shares — an estimated $339K sold.

KCS Wealth Advisory first reported a position in LOW in Q3 2019 and held it in 11 quarters. The position peaked at $379K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

KCS Wealth Advisory reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
KCS Wealth Advisory sold 1,504 Lowe's Companies shares in Q3 2023, an estimated $339K.
KCS Wealth Advisory first reported a position in Lowe's Companies in Q3 2019 and held it in 11 quarters.
KCS Wealth Advisory's Lowe's Companies position peaked at $379K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on KCS Wealth Advisory's 13F filing for Q3 2023, filed 3 Nov 2023.