Spectrum Wealth Advisory Group’s Lowe's Companies LOW Stock Holding History

Spectrum Wealth Advisory 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
2024 Q2	–	Sell	-810	Closed	-$206K	–	38
2024 Q1	$206K	Buy	+810	New	+$186K	0.24%	30
2022 Q2	–	Sell	-1,073	Closed	-$217K	–	46
2022 Q1	$217K	Buy	1,073 +3	+0.3%	+$690	0.21%	45
2021 Q4	$277K	Buy	+1,070	New	+$254K	0.25%	42

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Morgan Stanley New York $1.66T AUM 25.57% 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

Spectrum Wealth Advisory Group's LOW Position: Q2 2024 in Review

Spectrum Wealth Advisory Group sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 810 shares — an estimated $206K sold.

Spectrum Wealth Advisory Group first reported a position in LOW in Q4 2021 and held it in 3 quarters. The position peaked at $277K in Q4 2021. 2,450 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

Spectrum Wealth Advisory Group reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
Spectrum Wealth Advisory Group sold 810 Lowe's Companies shares in Q2 2024, an estimated $206K.
Spectrum Wealth Advisory Group first reported a position in Lowe's Companies in Q4 2021 and held it in 3 quarters.
Spectrum Wealth Advisory Group's Lowe's Companies position peaked at $277K in Q4 2021.
2,450 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on Spectrum Wealth Advisory Group's 13F filing for Q2 2024, filed 7 Aug 2024.