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

PRW 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
2021 Q3	–	Sell	-7,290	Closed	-$1.41M	–	206
2021 Q2	$1.41M	Buy	+7,290	New	+$1.43M	0.42%	69
2019 Q2	–	Sell	-141	Closed	-$16K	–	400
2019 Q1	$16K	Hold	141	–	–	0.01%	242
2018 Q4	$14K	Buy	+141	New	+$13.6K	0.02%	260

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PRW Wealth Management's LOW Position: Q3 2021 in Review

PRW Wealth Management sold out of Lowe's Companies (LOW) in Q3 2021, closing a stake of 7,290 shares — an estimated $1.41M sold.

PRW Wealth Management first reported a position in LOW in Q4 2018 and held it in 3 quarters. The position peaked at $1.41M in Q2 2021. 2,129 funds tracked by Wall St. Rank hold LOW as of Q3 2021.

PRW Wealth Management reported no remaining Lowe's Companies position as of Q3 2021 after selling out during the quarter.
PRW Wealth Management sold 7,290 Lowe's Companies shares in Q3 2021, an estimated $1.41M.
PRW Wealth Management first reported a position in Lowe's Companies in Q4 2018 and held it in 3 quarters.
PRW Wealth Management's Lowe's Companies position peaked at $1.41M in Q2 2021.
2,129 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.