Platte River Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Platte River 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
2023 Q2	–	Sell	-1,625	Closed	-$325K	–	98
2023 Q1	$325K	Hold	1,625	–	–	0.12%	73
2022 Q4	$324K	Hold	1,625	–	–	0.14%	73
2022 Q3	$305K	Hold	1,625	–	–	0.14%	73
2022 Q2	$284K	Sell	1,625 -1,090	-40%	-$210K	0.12%	73
2022 Q1	$549K	Sell	2,715 -210	-7%	-$48.3K	0.2%	59
2021 Q4	$730K	Sell	2,925 -73	-2%	-$17.4K	0.25%	58
2021 Q3	$608K	Buy	2,998 +8	+0.3%	+$1.59K	0.23%	60
2021 Q2	$580K	Buy	2,990 +105	+4%	+$20.5K	0.22%	63
2021 Q1	$560K	Sell	2,885 -210	-7%	-$36K	0.23%	63
2020 Q4	$533K	Buy	3,095 +655	+27%	+$106K	0.23%	67
2020 Q3	$405K	Buy	+2,440	New	+$376K	0.21%	66

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Platte River Wealth Advisors's LOW Position: Q2 2023 in Review

Platte River Wealth Advisors sold out of Lowe's Companies (LOW) in Q2 2023, closing a stake of 1,625 shares — an estimated $325K sold.

Platte River Wealth Advisors first reported a position in LOW in Q3 2020 and held it in 11 quarters. The position peaked at $730K in Q4 2021. 2,343 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

Platte River Wealth Advisors reported no remaining Lowe's Companies position as of Q2 2023 after selling out during the quarter.
Platte River Wealth Advisors sold 1,625 Lowe's Companies shares in Q2 2023, an estimated $325K.
Platte River Wealth Advisors first reported a position in Lowe's Companies in Q3 2020 and held it in 11 quarters.
Platte River Wealth Advisors's Lowe's Companies position peaked at $730K in Q4 2021.
2,343 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Platte River Wealth Advisors's 13F filing for Q2 2023, filed 7 Jul 2023.