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Precision Wealth Strategies’s Lowe's Companies LOW Stock Holding History

Precision Wealth Strategies’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
Q1 		– Sell
-1,085
Closed -$216K – 95
2022
Q4 		$216K Sell
1,085
-1,791
-62% -$358K 0.23% 92
2022
Q3 		$540K Buy
2,876
+107
+4% +$20.8K 0.48% 41
2022
Q2 		$505K Buy
2,769
+506
+22% +$97.6K 0.4% 48
2022
Q1 		$458K Buy
+2,263
New +$521K 0.27% 79

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Precision Wealth Strategies's LOW Position: Q1 2023 in Review

Precision Wealth Strategies sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,085 shares — an estimated $216K sold.

Precision Wealth Strategies first reported a position in LOW in Q1 2022 and held it in 4 quarters. The position peaked at $540K in Q3 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

  • Precision Wealth Strategies reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 1,085 Lowe's Companies shares in Q1 2023, an estimated $216K.
  • Precision Wealth Strategies first reported a position in Lowe's Companies in Q1 2022 and held it in 4 quarters.
  • Precision Wealth Strategies's Lowe's Companies position peaked at $540K in Q3 2022.
  • 2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Precision Wealth Strategies's 13F filing for Q1 2023, filed 4 May 2023.