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

One 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
2024 Q2	–	Sell	-1,656	Closed	-$422K	–	253
2024 Q1	$422K	Sell	1,656 -998	-38%	-$229K	0.07%	145
2023 Q4	$591K	Sell	2,654 -289	-10%	-$58.6K	0.11%	93
2023 Q3	$612K	Hold	2,943	–	–	0.14%	87
2023 Q2	$664K	Buy	2,943 +525	+22%	+$109K	0.14%	82
2023 Q1	$484K	Buy	2,418 +738	+44%	+$150K	0.11%	104
2022 Q4	$335K	Sell	1,680 -190	-10%	-$38K	0.08%	132
2022 Q3	$351K	Buy	+1,870	New	+$364K	0.11%	103
2019 Q2	–	Sell	-50	Closed	-$5K	–	315
2019 Q1	$5K	Buy	+50	New	+$4.99K	﹤0.01%	367
2018 Q4	–	Sell	-41	Closed	-$5K	–	312
2018 Q3	$5K	Hold	41	–	–	﹤0.01%	394
2018 Q2	$4K	Buy	+41	New	+$3.71K	﹤0.01%	429

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

One Wealth Advisors's LOW Position: Q2 2024 in Review

One Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 1,656 shares — an estimated $422K sold.

One Wealth Advisors first reported a position in LOW in Q2 2018 and held it in 10 quarters. The position peaked at $664K in Q2 2023. 2,454 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

One Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
One Wealth Advisors sold 1,656 Lowe's Companies shares in Q2 2024, an estimated $422K.
One Wealth Advisors first reported a position in Lowe's Companies in Q2 2018 and held it in 10 quarters.
One Wealth Advisors's Lowe's Companies position peaked at $664K in Q2 2023.
2,454 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on One Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.