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TFO Wealth Partners’s Lowe's Companies LOW Stock Holding History

TFO Wealth Partners’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
-2
Closed -$509 – 463
2024
Q1 		$509 Hold
2
– – ﹤0.01% 264
2023
Q4 		$445 Sell
2
-1
-33% -$203 ﹤0.01% 363
2023
Q3 		$677 Buy
3
+1
+50% +$225 ﹤0.01% 370
2023
Q2 		$451 Hold
2
– – ﹤0.01% 305
2023
Q1 		$400 Buy
2
+1
+100% +$203 ﹤0.01% 293
2022
Q4 		$58 Buy
+1
New +$200 ﹤0.01% 844
2022
Q3 		– Sell
-101
Closed -$18K – 334
2022
Q2 		$18K Buy
+101
New +$19.5K ﹤0.01% 89
2020
Q4 		– Sell
-29
Closed -$5K – 127
2020
Q3 		$5K Buy
+29
New +$4.47K ﹤0.01% 104

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

TFO Wealth Partners's LOW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Lowe's Companies (LOW) in Q2 2024, closing a stake of 2 shares — an estimated $509 sold.

TFO Wealth Partners first reported a position in LOW in Q3 2020 and held it in 8 quarters. The position peaked at $18K in Q2 2022. 2,449 funds tracked by Wall St. Rank hold LOW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Lowe's Companies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Lowe's Companies shares in Q2 2024, an estimated $509.
  • TFO Wealth Partners first reported a position in Lowe's Companies in Q3 2020 and held it in 8 quarters.
  • TFO Wealth Partners's Lowe's Companies position peaked at $18K in Q2 2022.
  • 2,449 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.