Polaris Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History

Polaris Wealth Advisory Group’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	$7.66M	Buy	36,858 +330	+0.9%	+$74.2K	0.58%	61
2023 Q2	$8.24M	Sell	36,528 -1,464	-4%	-$305K	0.63%	58
2023 Q1	$7.6M	Sell	37,992 -118,043	-76%	-$24M	0.56%	59
2022 Q4	$32.5M	Sell	156,035 -3,000	-2%	-$600K	2.42%	11
2022 Q3	$31M	Buy	159,035 +222	+0.1%	+$43.2K	2.58%	8
2022 Q2	$27.7M	Buy	158,813 +42,272	+36%	+$8.15M	2.22%	16
2022 Q1	$23.6M	Buy	116,541 +9,323	+9%	+$2.14M	1.58%	27
2021 Q4	$27.7M	Sell	107,218 -11,165	-9%	-$2.65M	1.59%	22
2021 Q3	$24.6M	Buy	118,383 +74,533	+170%	+$14.9M	1.47%	26
2021 Q2	$8.59M	Buy	+43,850	New	+$8.58M	0.51%	61
2018 Q4	–	Sell	-400	Closed	-$46K	–	316
2018 Q3	$46K	Buy	+400	New	+$41.7K	﹤0.01%	253
2018 Q2	–	Sell	-400	Closed	-$35K	–	347
2018 Q1	$35K	Buy	+400	New	+$37.9K	﹤0.01%	251

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

Polaris Wealth Advisory Group's LOW Position: Q3 2023 in Review

Polaris Wealth Advisory Group increased its Lowe's Companies (LOW) stake by 0.9% in Q3 2023, buying an estimated $74.2K and bringing the position to 36,858 shares worth $7.66M. The position accounts for 0.58% of the portfolio, ranked #61.

Polaris Wealth Advisory Group first reported a position in LOW in Q1 2018 and has held it in 12 quarters since. The position peaked at $32.5M in Q4 2022. 2,305 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Polaris Wealth Advisory Group held 36,858 shares of Lowe's Companies worth $7.66M as of Q3 2023.
Polaris Wealth Advisory Group bought 330 Lowe's Companies shares in Q3 2023, an estimated $74.2K.
Lowe's Companies made up 0.58% of Polaris Wealth Advisory Group's portfolio in Q3 2023, its #61 holding.
Polaris Wealth Advisory Group first reported a position in Lowe's Companies in Q1 2018 and has held it in 12 quarters since.
Polaris Wealth Advisory Group's Lowe's Companies position peaked at $32.5M in Q4 2022.
2,305 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2023, filed 11 Oct 2023.