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Octavia Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Octavia 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
2022
Q2 		– Sell
-1,251
Closed -$253K – 174
2022
Q1 		$253K Sell
1,251
-33
-3% -$7.59K 0.06% 160
2021
Q4 		$332K Sell
1,284
-24
-2% -$5.71K 0.07% 141
2021
Q3 		$266K Buy
+1,308
New +$261K 0.07% 145

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Octavia Wealth Advisors's LOW Position: Q2 2022 in Review

Octavia Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2022, closing a stake of 1,251 shares — an estimated $253K sold.

Octavia Wealth Advisors first reported a position in LOW in Q3 2021 and held it in 3 quarters. The position peaked at $332K in Q4 2021. 2,168 funds tracked by Wall St. Rank hold LOW as of Q2 2022.

  • Octavia Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2022 after selling out during the quarter.
  • Octavia Wealth Advisors sold 1,251 Lowe's Companies shares in Q2 2022, an estimated $253K.
  • Octavia Wealth Advisors first reported a position in Lowe's Companies in Q3 2021 and held it in 3 quarters.
  • Octavia Wealth Advisors's Lowe's Companies position peaked at $332K in Q4 2021.
  • 2,168 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2022.

Based on Octavia Wealth Advisors's 13F filing for Q2 2022, filed 18 Jul 2022.