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RGT Wealth Advisors’s Lowe's Companies LOW Stock Holding History

RGT Wealth Advisors’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
2022
Q1 		– Sell
-1,525
Closed -$394K – 230
2021
Q4 		$394K Sell
1,525
-124
-8% -$29.5K 0.06% 65
2021
Q3 		$335K Buy
1,649
+124
+8% +$24.7K 0.07% 35
2021
Q2 		$296K Sell
1,525
-46
-3% -$9K 0.05% 41
2021
Q1 		$299K Sell
1,571
-1,483
-49% -$254K 0.06% 40
2020
Q4 		$490K Buy
+3,054
New +$496K 0.1% 30
2018
Q4 		– Sell
-2,063
Closed -$237K – 28
2018
Q3 		$237K Sell
2,063
-192
-9% -$20K 0.8% 39
2018
Q2 		$216K Buy
+2,255
New +$204K 0.69% 39

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

RGT Wealth Advisors's LOW Position: Q1 2022 in Review

RGT Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 1,525 shares — an estimated $394K sold.

RGT Wealth Advisors first reported a position in LOW in Q2 2018 and held it in 7 quarters. The position peaked at $490K in Q4 2020. 2,310 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • RGT Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • RGT Wealth Advisors sold 1,525 Lowe's Companies shares in Q1 2022, an estimated $394K.
  • RGT Wealth Advisors first reported a position in Lowe's Companies in Q2 2018 and held it in 7 quarters.
  • RGT Wealth Advisors's Lowe's Companies position peaked at $490K in Q4 2020.
  • 2,310 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on RGT Wealth Advisors's 13F filing for Q1 2022, filed 5 May 2022.