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

Meredith 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 Q2	–	Sell	-1,724	Closed	-$345K	–	53
2023 Q1	$345K	Hold	1,724	–	–	0.28%	34
2022 Q4	$343K	Buy	+1,724	New	+$345K	0.3%	33

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Meredith Wealth Planning's LOW Position: Q2 2023 in Review

Meredith Wealth Planning sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 1,724 shares — an estimated $345K sold.

Meredith Wealth Planning first reported a position in LOW in Q4 2022 and held it in 2 quarters. The position peaked at $345K in Q1 2023. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Meredith Wealth Planning reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Meredith Wealth Planning sold 1,724 Lowe's Companies shares in Q2 2023, an estimated $345K.
Meredith Wealth Planning first reported a position in Lowe's Companies in Q4 2022 and held it in 2 quarters.
Meredith Wealth Planning's Lowe's Companies position peaked at $345K in Q1 2023.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Meredith Wealth Planning's 13F filing for Q2 2023, filed 14 Jul 2023.