PWP
LOW icon

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

Personal 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
2021
Q3 		– Sell
-50
Closed -$10K – 256
2021
Q2 		$10K Buy
+50
New +$9.78K ﹤0.01% 269
2020
Q1 		– Sell
-50
Closed -$6K – 363
2019
Q4 		$6K Sell
50
-450
-90% -$51.5K ﹤0.01% 260
2019
Q3 		$55K Buy
500
+50
+11% +$5.28K 0.03% 140
2019
Q2 		$45K Buy
+450
New +$47.5K 0.02% 133

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Personal Wealth Partners's LOW Position: Q3 2021 in Review

Personal Wealth Partners sold out of Lowe's Companies (LOW) in Q3 2021, closing a stake of 50 shares — an estimated $10K sold.

Personal Wealth Partners first reported a position in LOW in Q2 2019 and held it in 4 quarters. The position peaked at $55K in Q3 2019. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

  • Personal Wealth Partners reported no remaining Lowe's Companies position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 50 Lowe's Companies shares in Q3 2021, an estimated $10K.
  • Personal Wealth Partners first reported a position in Lowe's Companies in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Lowe's Companies position peaked at $55K in Q3 2019.
  • 2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.