Provence Wealth Management Group’s Lowe's Companies LOW Stock Holding History

Provence Wealth Management 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 Q4	$326K	Buy	1,466 +306	+26%	+$62K	0.18%	117
2023 Q3	$241K	Buy	+1,160	New	+$261K	0.15%	128
2023 Q1	–	Sell	-1,042	Closed	-$208K	–	138
2022 Q4	$208K	Buy	+1,042	New	+$208K	0.17%	115

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Provence Wealth Management Group's LOW Position: Q4 2023 in Review

Provence Wealth Management Group increased its Lowe's Companies (LOW) stake by 26% in Q4 2023, buying an estimated $62K and bringing the position to 1,466 shares worth $326K. The position accounts for 0.18% of the portfolio, ranked #117.

Provence Wealth Management Group first reported a position in LOW in Q4 2022 and has held it in 3 quarters since. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Provence Wealth Management Group held 1,466 shares of Lowe's Companies worth $326K as of Q4 2023.
Provence Wealth Management Group bought 306 Lowe's Companies shares in Q4 2023, an estimated $62K.
Lowe's Companies made up 0.18% of Provence Wealth Management Group's portfolio in Q4 2023, its #117 holding.
Provence Wealth Management Group first reported a position in Lowe's Companies in Q4 2022 and has held it in 3 quarters since.
2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.