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Vontobel Swiss Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Vontobel Swiss 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
2021
Q2 		$7.79M Sell
41,042
-492
-1% -$96.3K 4% 10
2021
Q1 		$7.9M Buy
+41,534
New +$7.13M 4.4% 5

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's LOW Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors reduced its Lowe's Companies (LOW) stake by 1.2% in Q2 2021, selling an estimated $96.3K and leaving 41,042 shares worth $7.79M. The position accounts for 4% of the portfolio, ranked #10.

Vontobel Swiss Wealth Advisors first reported a position in LOW in Q1 2021 and has held it in 2 quarters since. The position peaked at $7.9M in Q1 2021. 2,109 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 41,042 shares of Lowe's Companies worth $7.79M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors sold 492 Lowe's Companies shares in Q2 2021, an estimated $96.3K.
  • Lowe's Companies made up 4% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #10 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Lowe's Companies in Q1 2021 and has held it in 2 quarters since.
  • Vontobel Swiss Wealth Advisors's Lowe's Companies position peaked at $7.9M in Q1 2021.
  • 2,109 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.