Laurel Wealth Planning’s Lowe's Companies LOW Stock Holding History

Laurel Wealth Planning’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 Q1	–	Sell	-160	Closed	-$31.9K	–	139
2022 Q4	$31.9K	Hold	160	–	–	0.02%	116
2022 Q3	$30K	Hold	160	–	–	0.02%	113
2022 Q2	$28K	Hold	160	–	–	0.02%	127
2022 Q1	$32K	Hold	160	–	–	0.02%	136
2021 Q4	$41K	Hold	160	–	–	0.03%	93
2021 Q3	$32K	Hold	160	–	–	0.03%	97
2021 Q2	$31K	Hold	160	–	–	0.03%	71
2021 Q1	$30K	Hold	160	–	–	0.03%	73
2020 Q4	$26K	Buy	+160	New	+$26K	0.03%	67

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Laurel Wealth Planning's LOW Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 160 shares — an estimated $31.9K sold.

Laurel Wealth Planning first reported a position in LOW in Q4 2020 and held it in 9 quarters. The position peaked at $41K in Q4 2021. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

Laurel Wealth Planning reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
Laurel Wealth Planning sold 160 Lowe's Companies shares in Q1 2023, an estimated $31.9K.
Laurel Wealth Planning first reported a position in Lowe's Companies in Q4 2020 and held it in 9 quarters.
Laurel Wealth Planning's Lowe's Companies position peaked at $41K in Q4 2021.
2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.