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Legend Financial Advisors’s Lowe's Companies LOW Stock Holding History

Legend Financial 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
Q3 		– Sell
-139
Closed -$30.6K – 230
2024
Q2 		$30.6K Hold
139
– – 0.02% 80
2024
Q1 		$35.4K Hold
139
– – 0.03% 69
2023
Q4 		$30.9K Hold
139
– – 0.02% 71
2023
Q3 		$28.9K Hold
139
– – 0.02% 80
2023
Q2 		$31.4K Hold
139
– – 0.03% 80
2023
Q1 		$27.8K Hold
139
– – 0.02% 84
2022
Q4 		$27.7K Hold
139
– – 0.02% 93
2022
Q3 		$26.1K Buy
+139
New +$27.1K 0.02% 87

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Legend Financial Advisors's LOW Position: Q3 2024 in Review

Legend Financial Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 139 shares — an estimated $30.6K sold.

Legend Financial Advisors first reported a position in LOW in Q3 2022 and held it in 8 quarters. The position peaked at $35.4K in Q1 2024. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Legend Financial Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 139 Lowe's Companies shares in Q3 2024, an estimated $30.6K.
  • Legend Financial Advisors first reported a position in Lowe's Companies in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Lowe's Companies position peaked at $35.4K in Q1 2024.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.