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Laurel Wealth Advisors (California)’s Lowe's Companies LOW Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$791K Buy
3,971
+133
+3% +$26.6K 0.08% 265
2022
Q3 		$721K Sell
3,838
-726
-16% -$141K 0.08% 275
2022
Q2 		$797K Buy
4,564
+312
+7% +$60.2K 0.08% 247
2022
Q1 		$859K Buy
4,252
+764
+22% +$176K 0.07% 272
2021
Q4 		$902K Buy
3,488
+912
+35% +$217K 0.07% 284
2021
Q3 		$523K Sell
2,576
-591
-19% -$118K 0.1% 225
2021
Q2 		$614K Buy
3,167
+199
+7% +$38.9K 0.08% 241
2021
Q1 		$564K Buy
2,968
+123
+4% +$21.1K 0.09% 229
2020
Q4 		$457K Buy
2,845
+7
+0.2% +$1.14K 0.07% 260
2020
Q3 		$471K Buy
2,838
+152
+6% +$23.4K 0.08% 231
2020
Q2 		$363K Sell
2,686
-390
-13% -$44.5K 0.07% 263
2020
Q1 		$265K Sell
3,076
-252
-8% -$27.5K 0.06% 300
2019
Q4 		$398K Sell
3,328
-725
-18% -$82.9K 0.07% 297
2019
Q3 		$446K Buy
4,053
+1,186
+41% +$125K 0.08% 270
2019
Q2 		$289K Sell
2,867
-169
-6% -$17.8K 0.06% 313
2019
Q1 		$332K Sell
3,036
-201
-6% -$20.1K 0.08% 270
2018
Q4 		$299K Sell
3,237
-271
-8% -$26.1K 0.09% 252
2018
Q3 		$402K Sell
3,508
-2,261
-39% -$236K 0.1% 225
2018
Q2 		$551K Sell
5,769
-63
-1% -$5.7K 0.15% 154
2018
Q1 		$511K Sell
5,832
-808
-12% -$76.5K 0.16% 156
2017
Q4 		$617K Buy
6,640
+3,081
+87% +$255K 0.18% 140
2017
Q3 		$284K Buy
+3,559
New +$273K 0.1% 226
2016
Q4 		– Sell
-2,972
Closed -$215K – 291
2016
Q3 		$215K Buy
+2,972
New +$231K 0.1% 230

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LOW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Lowe's Companies (LOW) stake by 3.5% in Q4 2022, buying an estimated $26.6K and bringing the position to 3,971 shares worth $791K. The position accounts for 0.08% of the portfolio, ranked #265.

Laurel Wealth Advisors (California) first reported a position in LOW in Q3 2016 and has held it in 23 quarters since. The position peaked at $902K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 3,971 shares of Lowe's Companies worth $791K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 133 Lowe's Companies shares in Q4 2022, an estimated $26.6K.
  • Lowe's Companies made up 0.08% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #265 holding.
  • Laurel Wealth Advisors (California) first reported a position in Lowe's Companies in Q3 2016 and has held it in 23 quarters since.
  • Laurel Wealth Advisors (California)'s Lowe's Companies position peaked at $902K in Q4 2021.
  • 2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.