Silvia McColl Wealth Management’s Lowe's Companies LOW Stock Holding History

Silvia McColl 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 Q4	–	Sell	-1,071	Closed	-$223K	–	106
2023 Q3	$223K	Sell	1,071 -532	-33%	-$120K	0.22%	91
2023 Q2	$362K	Sell	1,603 -23	-1%	-$4.78K	0.34%	67
2023 Q1	$325K	Buy	1,626 +23	+1%	+$4.67K	0.32%	75
2022 Q4	$319K	Buy	+1,603	New	+$320K	0.31%	78

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $298B AUM 21.96% 1-Year Est. Return

Silvia McColl Wealth Management's LOW Position: Q4 2023 in Review

Silvia McColl Wealth Management sold out of Lowe's Companies (LOW) in Q4 2023, closing a stake of 1,071 shares — an estimated $223K sold.

Silvia McColl Wealth Management first reported a position in LOW in Q4 2022 and held it in 4 quarters. The position peaked at $362K in Q2 2023. 2,455 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

Silvia McColl Wealth Management reported no remaining Lowe's Companies position as of Q4 2023 after selling out during the quarter.
Silvia McColl Wealth Management sold 1,071 Lowe's Companies shares in Q4 2023, an estimated $223K.
Silvia McColl Wealth Management first reported a position in Lowe's Companies in Q4 2022 and held it in 4 quarters.
Silvia McColl Wealth Management's Lowe's Companies position peaked at $362K in Q2 2023.
2,455 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on Silvia McColl Wealth Management's 13F filing for Q4 2023, filed 10 Jan 2024.