OneAscent Wealth Management’s Lowe's Companies LOW Stock Holding History

OneAscent Wealth Management’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 Q4	–	Sell	-1,548	Closed	-$419K	–	178
2024 Q3	$419K	Buy	+1,548	New	+$375K	0.16%	86
2024 Q2	–	Sell	-2,471	Closed	-$629K	–	140
2024 Q1	$629K	Sell	2,471 -1,133	-31%	-$260K	0.24%	52
2023 Q4	$802K	Sell	3,604 -718	-17%	-$146K	0.32%	32
2023 Q3	$898K	Buy	+4,322	New	+$972K	0.39%	31
2023 Q2	–	Sell	-5,021	Closed	-$1M	–	155
2023 Q1	$1M	Sell	5,021 -259	-5%	-$52.6K	0.39%	28
2022 Q4	$1.05M	Buy	5,280 +146	+3%	+$29.2K	0.49%	20
2022 Q3	$964K	Sell	5,134 -1,308	-20%	-$255K	0.51%	18
2022 Q2	$1.13M	Sell	6,442 -111	-2%	-$21.4K	0.57%	16
2022 Q1	$1.32M	Buy	+6,553	New	+$1.51M	0.66%	18
2021 Q1	$2.07M	Sell	10,904 -1,438	-12%	-$247K	0.88%	11
2020 Q4	$1.98M	Buy	+12,342	New	+$2M	0.9%	12

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Norges Bank Oslo, Norway $935B AUM

OneAscent Wealth Management's LOW Position: Q4 2024 in Review

OneAscent Wealth Management sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 1,548 shares — an estimated $419K sold.

OneAscent Wealth Management first reported a position in LOW in Q4 2020 and held it in 11 quarters. The position peaked at $2.07M in Q1 2021. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

OneAscent Wealth Management reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
OneAscent Wealth Management sold 1,548 Lowe's Companies shares in Q4 2024, an estimated $419K.
OneAscent Wealth Management first reported a position in Lowe's Companies in Q4 2020 and held it in 11 quarters.
OneAscent Wealth Management's Lowe's Companies position peaked at $2.07M in Q1 2021.
2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on OneAscent Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.