Perfromance Wealth Partners’s Lowe's Companies LOW Stock Holding History

Perfromance Wealth Partners’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
2023 Q3	–	Sell	-1,403	Closed	-$316K	–	176
2023 Q2	$316K	Hold	1,403	–	–	0.01%	139
2023 Q1	$281K	Sell	1,403 -552	-28%	-$112K	0.01%	146
2022 Q4	$390K	Sell	1,955 -493	-20%	-$98.5K	0.02%	114
2022 Q3	$460K	Buy	2,448 +720	+42%	+$140K	0.03%	103
2022 Q2	$302K	Buy	+1,728	New	+$333K	0.02%	127

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

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

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Perfromance Wealth Partners's LOW Position: Q3 2023 in Review

Perfromance Wealth Partners sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,403 shares — an estimated $316K sold.

Perfromance Wealth Partners first reported a position in LOW in Q2 2022 and held it in 5 quarters. The position peaked at $460K in Q3 2022. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Perfromance Wealth Partners reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Perfromance Wealth Partners sold 1,403 Lowe's Companies shares in Q3 2023, an estimated $316K.
Perfromance Wealth Partners first reported a position in Lowe's Companies in Q2 2022 and held it in 5 quarters.
Perfromance Wealth Partners's Lowe's Companies position peaked at $460K in Q3 2022.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Perfromance Wealth Partners's 13F filing for Q3 2023, filed 30 Oct 2023.