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Prosperity Wealth Management’s Lowe's Companies LOW Stock Holding History

Prosperity Wealth Management’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
-7,000
Closed -$1.39M – 149
2022
Q4 		$1.39M Buy
+7,000
New +$1.4M 1.31% 19

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

Prosperity Wealth Management's LOW Position: Q1 2023 in Review

Prosperity Wealth Management sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 734 shares — an estimated $146K sold.

Prosperity Wealth Management first reported a position in LOW in Q4 2022 and held it in 1 quarter. The position peaked at $146K in Q4 2022. 2,296 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

  • Prosperity Wealth Management reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
  • Prosperity Wealth Management sold 734 Lowe's Companies shares in Q1 2023, an estimated $146K.
  • Prosperity Wealth Management first reported a position in Lowe's Companies in Q4 2022 and held it in 1 quarter.
  • Prosperity Wealth Management's Lowe's Companies position peaked at $146K in Q4 2022.
  • 2,296 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on Prosperity Wealth Management's 13F filing for Q1 2023, filed 12 Sep 2023.