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Kiely Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History

Kiely Wealth Advisory Group’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 		$392K Hold
1,530
– – 0.25% 37
2024
Q3 		$415K Hold
1,530
– – 0.26% 28
2024
Q2 		$361K Hold
1,530
– – 0.2% 26
2024
Q1 		$354K Hold
1,530
– – 0.2% 26
2023
Q4 		$324K Buy
+1,530
New +$310K 0.19% 28

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

Kiely Wealth Advisory Group's LOW Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its Lowe's Companies (LOW) position steady in Q4 2024 at 1,530 shares worth $392K. The position accounts for 0.25% of the portfolio, ranked #37.

Kiely Wealth Advisory Group first reported a position in LOW in Q4 2023 and has held it in 5 quarters since. The position peaked at $415K in Q3 2024. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Kiely Wealth Advisory Group held 1,530 shares of Lowe's Companies worth $392K as of Q4 2024.
  • Kiely Wealth Advisory Group left its Lowe's Companies share count unchanged in Q4 2024.
  • Lowe's Companies made up 0.25% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #37 holding.
  • Kiely Wealth Advisory Group first reported a position in Lowe's Companies in Q4 2023 and has held it in 5 quarters since.
  • Kiely Wealth Advisory Group's Lowe's Companies position peaked at $415K in Q3 2024.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.