TPB Wealth Advisors’s Lowe's Companies LOW Stock Holding History

TPB Wealth Advisors’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
2023 Q1	–	Sell	-1,614	Closed	-$322K	–	42
2022 Q4	$322K	Buy	1,614 +3	+0.2%	+$600	0.17%	39
2022 Q3	$303K	Sell	1,611 -68	-4%	-$13.2K	0.14%	36
2022 Q2	$295K	Buy	1,679 +132	+9%	+$25.5K	0.13%	43
2022 Q1	$313K	Buy	1,547 +2	+0.1%	+$460	0.12%	38
2021 Q4	$399K	Buy	1,545 +1	+0.1%	+$238	0.19%	37
2021 Q3	$313K	Buy	1,544 +2	+0.1%	+$399	0.23%	35
2021 Q2	$299K	Buy	+1,542	New	+$302K	0.19%	36

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TPB Wealth Advisors's LOW Position: Q1 2023 in Review

TPB Wealth Advisors sold out of Lowe's Companies (LOW) in Q1 2023, closing a stake of 1,614 shares — an estimated $322K sold.

TPB Wealth Advisors first reported a position in LOW in Q2 2021 and held it in 7 quarters. The position peaked at $399K in Q4 2021. 2,297 funds tracked by Wall St. Rank hold LOW as of Q1 2023.

TPB Wealth Advisors reported no remaining Lowe's Companies position as of Q1 2023 after selling out during the quarter.
TPB Wealth Advisors sold 1,614 Lowe's Companies shares in Q1 2023, an estimated $322K.
TPB Wealth Advisors first reported a position in Lowe's Companies in Q2 2021 and held it in 7 quarters.
TPB Wealth Advisors's Lowe's Companies position peaked at $399K in Q4 2021.
2,297 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2023.

Based on TPB Wealth Advisors's 13F filing for Q1 2023, filed 23 May 2023.