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

Level 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
Q1 		– Sell
-380
Closed -$84.6K – 180
2023
Q4 		$84.6K Sell
380
-30
-7% -$6.08K 0.04% 92
2023
Q3 		$85.2K Sell
410
-21
-5% -$4.72K 0.05% 82
2023
Q2 		$97.3K Buy
431
+27
+7% +$5.62K 0.05% 77
2023
Q1 		$80.8K Hold
404
– – 0.05% 78
2022
Q4 		$80K Hold
404
– – 0.05% 76
2022
Q3 		$76K Hold
404
– – 0.06% 81
2022
Q2 		$71K Hold
404
– – 0.05% 84
2022
Q1 		$82K Sell
404
-26
-6% -$5.98K 0.06% 66
2021
Q4 		$111K Buy
+430
New +$102K 0.08% 57

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
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Level Financial Advisors's LOW Position: Q1 2024 in Review

Level Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 380 shares — an estimated $84.6K sold.

Level Financial Advisors first reported a position in LOW in Q4 2021 and held it in 9 quarters. The position peaked at $111K in Q4 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Level Financial Advisors reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 380 Lowe's Companies shares in Q1 2024, an estimated $84.6K.
  • Level Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Lowe's Companies position peaked at $111K in Q4 2021.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.