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SYSTM Wealth Solutions’s Lowe's Companies LOW Stock Holding History

SYSTM Wealth Solutions’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
Q3 		– Sell
-2,267
Closed -$500K – 401
2024
Q2 		$500K Sell
2,267
-5,527
-71% -$1.26M 0.11% 142
2024
Q1 		$1.99M Sell
7,794
-754
-9% -$173K 0.25% 118
2023
Q4 		$1.9M Buy
8,548
+2,470
+41% +$501K 0.26% 111
2023
Q3 		$1.26M Sell
6,078
-11,266
-65% -$2.53M 0.19% 145
2023
Q2 		$3.91M Buy
17,344
+351
+2% +$73K 0.53% 43
2023
Q1 		$3.4M Sell
16,993
-2,107
-11% -$428K 0.52% 47
2022
Q4 		$3.81M Buy
+19,100
New +$3.82M 0.47% 54

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

SYSTM Wealth Solutions's LOW Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 2,267 shares — an estimated $500K sold.

SYSTM Wealth Solutions first reported a position in LOW in Q4 2022 and held it in 7 quarters. The position peaked at $3.91M in Q2 2023. 2,546 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 2,267 Lowe's Companies shares in Q3 2024, an estimated $500K.
  • SYSTM Wealth Solutions first reported a position in Lowe's Companies in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Lowe's Companies position peaked at $3.91M in Q2 2023.
  • 2,546 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.