Long Island Wealth Management’s Lowe's Companies LOW Stock Holding History

Long Island Wealth Management’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	-41	Closed	-$9K	–	259
2023 Q4	$9K	Buy	+41	New	+$8.31K	0.01%	224

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Long Island Wealth Management's LOW Position: Q1 2024 in Review

Long Island Wealth Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 41 shares — an estimated $9K sold.

Long Island Wealth Management first reported a position in LOW in Q4 2023 and held it in 1 quarter. The position peaked at $9K in Q4 2023. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

Long Island Wealth Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
Long Island Wealth Management sold 41 Lowe's Companies shares in Q1 2024, an estimated $9K.
Long Island Wealth Management first reported a position in Lowe's Companies in Q4 2023 and held it in 1 quarter.
Long Island Wealth Management's Lowe's Companies position peaked at $9K in Q4 2023.
2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.