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Source Financial Advisors’s Lowe's Companies LOW Stock Holding History

Source Financial 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
2021
Q1 		– Sell
-3,212
Closed -$516K – 112
2020
Q4 		$516K Buy
+3,212
New +$522K 0.14% 73

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

Source Financial Advisors's LOW Position: Q1 2021 in Review

Source Financial Advisors sold out of Lowe's Companies (LOW) in Q1 2021, closing a stake of 3,212 shares — an estimated $516K sold.

Source Financial Advisors first reported a position in LOW in Q4 2020 and held it in 1 quarter. The position peaked at $516K in Q4 2020. 2,079 funds tracked by Wall St. Rank hold LOW as of Q1 2021.

  • Source Financial Advisors reported no remaining Lowe's Companies position as of Q1 2021 after selling out during the quarter.
  • Source Financial Advisors sold 3,212 Lowe's Companies shares in Q1 2021, an estimated $516K.
  • Source Financial Advisors first reported a position in Lowe's Companies in Q4 2020 and held it in 1 quarter.
  • Source Financial Advisors's Lowe's Companies position peaked at $516K in Q4 2020.
  • 2,079 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2021.

Based on Source Financial Advisors's 13F filing for Q1 2021, filed 17 May 2021.