Triad Financial Advisors’s Lowe's Companies LOW Stock Holding History

Triad Financial 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 Q3	$320K	Buy	1,541 +16	+1%	+$3.6K	0.11%	69
2023 Q2	$344K	Buy	1,525 +4	+0.3%	+$832	0.14%	62
2023 Q1	$304K	Sell	1,521 -1,046	-41%	-$212K	0.13%	73
2022 Q4	$511K	Sell	2,567 -9	-0.3%	-$1.8K	0.23%	48
2022 Q3	$484K	Buy	2,576 +23	+0.9%	+$4.48K	0.26%	44
2022 Q2	$446K	Buy	2,553 +4	+0.2%	+$771	0.25%	48
2022 Q1	$515K	Buy	2,549 +49	+2%	+$11.3K	0.28%	48
2021 Q4	$646K	Buy	+2,500	New	+$594K	0.38%	38

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Triad Financial Advisors's LOW Position: Q3 2023 in Review

Triad Financial Advisors increased its Lowe's Companies (LOW) stake by 1% in Q3 2023, buying an estimated $3.6K and bringing the position to 1,541 shares worth $320K. The position accounts for 0.11% of the portfolio, ranked #69.

Triad Financial Advisors first reported a position in LOW in Q4 2021 and has held it in 8 quarters since. The position peaked at $646K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Triad Financial Advisors held 1,541 shares of Lowe's Companies worth $320K as of Q3 2023.
Triad Financial Advisors bought 16 Lowe's Companies shares in Q3 2023, an estimated $3.6K.
Lowe's Companies made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #69 holding.
Triad Financial Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Lowe's Companies position peaked at $646K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.