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TrinityPoint Wealth’s Lowe's Companies LOW Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.79M Buy
7,237
+103
+1% +$27.5K 0.25% 94
2024
Q3 		$1.93M Sell
7,134
-151
-2% -$36.6K 0.28% 90
2024
Q2 		$1.61M Buy
7,285
+146
+2% +$33.3K 0.25% 101
2024
Q1 		$1.82M Buy
7,139
+252
+4% +$57.9K 0.3% 86
2023
Q4 		$1.53M Buy
6,887
+101
+1% +$20.5K 0.28% 89
2023
Q3 		$1.41M Buy
6,786
+14
+0.2% +$3.15K 0.28% 96
2023
Q2 		$1.53M Sell
6,772
-95
-1% -$19.8K 0.3% 93
2023
Q1 		$1.37M Buy
6,867
+212
+3% +$43.1K 0.29% 93
2022
Q4 		$1.33M Sell
6,655
-47
-0.7% -$9.39K 0.3% 90
2022
Q3 		$1.26M Buy
6,702
+2
+0% +$390 0.29% 92
2022
Q2 		$1.17M Sell
6,700
-2,306
-26% -$445K 0.26% 90
2022
Q1 		$1.82M Buy
9,006
+360
+4% +$82.8K 0.33% 75
2021
Q4 		$2.23M Sell
8,646
-232
-3% -$55.2K 0.4% 62
2021
Q3 		$1.8M Sell
8,878
-225
-2% -$44.8K 0.34% 74
2021
Q2 		$1.77M Sell
9,103
-14
-0.2% -$2.74K 0.36% 72
2021
Q1 		$1.73M Buy
9,117
+60
+0.7% +$10.3K 0.4% 69
2020
Q4 		$1.57M Sell
9,057
-31
-0.3% -$5.04K 0.38% 71
2020
Q3 		$1.51M Buy
9,088
+417
+5% +$64.2K 0.42% 66
2020
Q2 		$1.17M Sell
8,671
-1,339
-13% -$153K 0.37% 77
2020
Q1 		$861K Buy
+10,010
New +$1.09M 0.34% 82

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

TrinityPoint Wealth's LOW Position: Q4 2024 in Review

TrinityPoint Wealth increased its Lowe's Companies (LOW) stake by 1.4% in Q4 2024, buying an estimated $27.5K and bringing the position to 7,237 shares worth $1.79M. The position accounts for 0.25% of the portfolio, ranked #94.

TrinityPoint Wealth first reported a position in LOW in Q1 2020 and has held it in 20 quarters since. The position peaked at $2.23M in Q4 2021. 2,707 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • TrinityPoint Wealth held 7,237 shares of Lowe's Companies worth $1.79M as of Q4 2024.
  • TrinityPoint Wealth bought 103 Lowe's Companies shares in Q4 2024, an estimated $27.5K.
  • Lowe's Companies made up 0.25% of TrinityPoint Wealth's portfolio in Q4 2024, its #94 holding.
  • TrinityPoint Wealth first reported a position in Lowe's Companies in Q1 2020 and has held it in 20 quarters since.
  • TrinityPoint Wealth's Lowe's Companies position peaked at $2.23M in Q4 2021.
  • 2,707 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.