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Taylor Hoffman Wealth Management’s Lowe's Companies LOW Stock Holding History

Taylor Hoffman 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
2024
Q1 		– Sell
-1,082
Closed -$241K – 109
2023
Q4 		$241K Sell
1,082
-110
-9% -$22.3K 0.11% 100
2023
Q3 		$248K Hold
1,192
– – 0.13% 100
2023
Q2 		$269K Hold
1,192
– – 0.13% 99
2023
Q1 		$238K Buy
+1,192
New +$242K 0.13% 100
2022
Q4 		– Sell
-1,816
Closed -$341K – 119
2022
Q3 		$341K Buy
1,816
+6
+0.3% +$1.17K 0.18% 100
2022
Q2 		$321K Buy
1,810
+5
+0.3% +$964 0.16% 103
2022
Q1 		$365K Sell
1,805
-5
-0.3% -$1.15K 0.15% 105
2021
Q4 		$468K Sell
1,810
-10
-0.5% -$2.38K 0.18% 90
2021
Q3 		$371K Buy
1,820
+5
+0.3% +$996 0.16% 101
2021
Q2 		$352K Sell
1,815
-17
-0.9% -$3.33K 0.15% 105
2021
Q1 		$348K Sell
1,832
-65
-3% -$11.2K 0.16% 104
2020
Q4 		$304K Buy
1,897
+4
+0.2% +$650 0.16% 107
2020
Q3 		$314K Sell
1,893
-997
-34% -$154K 0.18% 101
2020
Q2 		$391K Buy
2,890
+8
+0.3% +$914 0.25% 92
2020
Q1 		$248K Sell
2,882
-14
-0.5% -$1.53K 0.24% 96
2019
Q4 		$347K Sell
2,896
-457
-14% -$52.3K 0.22% 93
2019
Q3 		$369K Sell
3,353
-999
-23% -$105K 0.26% 84
2019
Q2 		$439K Sell
4,352
-199
-4% -$21K 0.35% 73
2019
Q1 		$498K Buy
4,551
+201
+5% +$20.1K 0.37% 73
2018
Q4 		$402K Sell
4,350
-189
-4% -$18.2K 0.36% 65
2018
Q3 		$521K Buy
4,539
+12
+0.3% +$1.25K 0.41% 66
2018
Q2 		$433K Buy
4,527
+12
+0.3% +$1.09K 0.37% 69
2018
Q1 		$396K Buy
4,515
+9
+0.2% +$852 0.36% 72
2017
Q4 		$419K Buy
+4,506
New +$372K 0.4% 70

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Taylor Hoffman Wealth Management's LOW Position: Q1 2024 in Review

Taylor Hoffman Wealth Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 1,082 shares — an estimated $241K sold.

Taylor Hoffman Wealth Management first reported a position in LOW in Q4 2017 and held it in 24 quarters. The position peaked at $521K in Q3 2018. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

  • Taylor Hoffman Wealth Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 1,082 Lowe's Companies shares in Q1 2024, an estimated $241K.
  • Taylor Hoffman Wealth Management first reported a position in Lowe's Companies in Q4 2017 and held it in 24 quarters.
  • Taylor Hoffman Wealth Management's Lowe's Companies position peaked at $521K in Q3 2018.
  • 2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q1 2024, filed 9 May 2024.