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One Wealth Management Investment & Advisory Services’s Lowe's Companies LOW Stock Holding History

One Wealth Management Investment & Advisory Services’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
Q3 		– Sell
-1,941
Closed -$428K – 97
2024
Q2 		$428K Sell
1,941
-76
-4% -$17.3K 0.17% 70
2024
Q1 		$514K Buy
2,017
+202
+11% +$46.4K 0.21% 66
2023
Q4 		$404K Buy
+1,815
New +$368K 0.18% 80

Other funds holding LOW

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

One Wealth Management Investment & Advisory Services's LOW Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 1,941 shares — an estimated $428K sold.

One Wealth Management Investment & Advisory Services first reported a position in LOW in Q4 2023 and held it in 3 quarters. The position peaked at $514K in Q1 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,941 Lowe's Companies shares in Q3 2024, an estimated $428K.
  • One Wealth Management Investment & Advisory Services first reported a position in Lowe's Companies in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's Lowe's Companies position peaked at $514K in Q1 2024.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.