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

V 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 Q3	$321K	Sell	1,545 -1,987	-56%	-$447K	0.26%	80
2023 Q2	$797K	Buy	3,532 +17	+0.5%	+$3.54K	0.13%	151
2023 Q1	$703K	Buy	3,515 +27	+0.8%	+$5.49K	0.13%	157
2022 Q4	$695K	Buy	3,488 +189	+6%	+$37.8K	0.14%	152
2022 Q3	$620K	Sell	3,299 -1,036	-24%	-$202K	0.12%	167
2022 Q2	$758K	Buy	4,335 +1,281	+42%	+$247K	0.14%	168
2022 Q1	$617K	Buy	3,054 +576	+23%	+$132K	0.1%	212
2021 Q4	$640K	Buy	2,478 +89	+4%	+$21.2K	0.09%	210
2021 Q3	$484K	Sell	2,389 -43	-2%	-$8.57K	0.07%	271
2021 Q2	$474K	Buy	2,432 +193	+9%	+$37.8K	0.08%	284
2021 Q1	$426K	Hold	2,239	–	–	0.08%	275
2020 Q4	$359K	Buy	+2,239	New	+$364K	0.07%	275
2020 Q3	–	Sell	-1,924	Closed	-$260K	–	262
2020 Q2	$260K	Buy	+1,924	New	+$220K	0.07%	291
2020 Q1	–	Sell	-1,952	Closed	-$214K	–	345
2019 Q4	$214K	Hold	1,952	–	–	0.08%	261
2019 Q3	$214K	Buy	+1,952	New	+$206K	0.08%	261
2018 Q2	–	Sell	-5,656	Closed	-$473K	–	222
2018 Q1	$473K	Sell	5,656 -332	-6%	-$31.4K	0.25%	106
2017 Q4	$607K	Sell	5,988 -26	-0.4%	-$2.15K	0.31%	87
2017 Q3	$480K	Sell	6,014 -14,675	-71%	-$1.12M	0.24%	97
2017 Q2	$1.61M	Buy	+20,689	New	+$1.69M	0.75%	41

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

V Wealth Advisors's LOW Position: Q3 2023 in Review

V Wealth Advisors reduced its Lowe's Companies (LOW) stake by 56% in Q3 2023, selling an estimated $447K and leaving 1,545 shares worth $321K. The position accounts for 0.26% of the portfolio, ranked #80.

V Wealth Advisors first reported a position in LOW in Q2 2017 and has held it in 19 quarters since. The position peaked at $1.61M in Q2 2017. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

V Wealth Advisors held 1,545 shares of Lowe's Companies worth $321K as of Q3 2023.
V Wealth Advisors sold 1,987 Lowe's Companies shares in Q3 2023, an estimated $447K.
Lowe's Companies made up 0.26% of V Wealth Advisors's portfolio in Q3 2023, its #80 holding.
V Wealth Advisors first reported a position in Lowe's Companies in Q2 2017 and has held it in 19 quarters since.
V Wealth Advisors's Lowe's Companies position peaked at $1.61M in Q2 2017.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.