New Wave Wealth Advisors’s Lowe's Companies LOW Stock Holding History

New Wave Wealth 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
2025 Q1	–	Sell	-263	Closed	-$65K	–	436
2024 Q4	$65K	Sell	263 -861	-77%	-$230K	0.03%	208
2024 Q3	$305K	Sell	1,124 -81	-7%	-$19.6K	0.14%	106
2024 Q2	$266K	Buy	+1,205	New	+$275K	0.14%	110

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

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

Norges Bank Oslo, Norway $935B AUM

New Wave Wealth Advisors's LOW Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2025, closing a stake of 263 shares — an estimated $65K sold.

New Wave Wealth Advisors first reported a position in LOW in Q2 2024 and held it in 3 quarters. The position peaked at $305K in Q3 2024. 2,643 funds tracked by Wall St. Rank hold LOW as of Q1 2025.

New Wave Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2025 after selling out during the quarter.
New Wave Wealth Advisors sold 263 Lowe's Companies shares in Q1 2025, an estimated $65K.
New Wave Wealth Advisors first reported a position in Lowe's Companies in Q2 2024 and held it in 3 quarters.
New Wave Wealth Advisors's Lowe's Companies position peaked at $305K in Q3 2024.
2,643 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.