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Strategic Wealth Management Group’s Lowe's Companies LOW Stock Holding History

Strategic Wealth Management 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
2021
Q2 		$311K Sell
1,603
-221
-12% -$43.2K 0.11% 95
2021
Q1 		$347K Sell
1,824
-10
-0.5% -$1.72K 0.13% 91
2020
Q4 		$294K Buy
1,834
+137
+8% +$22.3K 0.13% 91
2020
Q3 		$281K Buy
1,697
+62
+4% +$9.55K 0.14% 89
2020
Q2 		$221K Buy
+1,635
New +$187K 0.13% 87

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
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
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

Strategic Wealth Management Group's LOW Position: Q2 2021 in Review

Strategic Wealth Management Group reduced its Lowe's Companies (LOW) stake by 12% in Q2 2021, selling an estimated $43.2K and leaving 1,603 shares worth $311K. The position accounts for 0.11% of the portfolio, ranked #95.

Strategic Wealth Management Group first reported a position in LOW in Q2 2020 and has held it in 5 quarters since. The position peaked at $347K in Q1 2021. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

  • Strategic Wealth Management Group held 1,603 shares of Lowe's Companies worth $311K as of Q2 2021.
  • Strategic Wealth Management Group sold 221 Lowe's Companies shares in Q2 2021, an estimated $43.2K.
  • Lowe's Companies made up 0.11% of Strategic Wealth Management Group's portfolio in Q2 2021, its #95 holding.
  • Strategic Wealth Management Group first reported a position in Lowe's Companies in Q2 2020 and has held it in 5 quarters since.
  • Strategic Wealth Management Group's Lowe's Companies position peaked at $347K in Q1 2021.
  • 2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Strategic Wealth Management Group's 13F filing for Q2 2021, filed 13 Aug 2021.