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McGlone Suttner Wealth Management’s Lowe's Companies LOW Stock Holding History

McGlone Suttner 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
-212
Closed -$47.2K – 523
2023
Q4 		$47.2K Buy
+212
New +$43K 0.01% 294

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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

McGlone Suttner Wealth Management's LOW Position: Q1 2024 in Review

McGlone Suttner Wealth Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 212 shares — an estimated $47.2K sold.

McGlone Suttner Wealth Management first reported a position in LOW in Q4 2023 and held it in 1 quarter. The position peaked at $47.2K in Q4 2023. 2,502 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • McGlone Suttner Wealth Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • McGlone Suttner Wealth Management sold 212 Lowe's Companies shares in Q1 2024, an estimated $47.2K.
  • McGlone Suttner Wealth Management first reported a position in Lowe's Companies in Q4 2023 and held it in 1 quarter.
  • McGlone Suttner Wealth Management's Lowe's Companies position peaked at $47.2K in Q4 2023.
  • 2,502 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on McGlone Suttner Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.