Wagner Wealth Management (South Carolina)’s Lowe's Companies LOW Stock Holding History

Wagner Wealth Management (South Carolina)’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
2022 Q4	–	Sell	-495	Closed	-$93K	–	508
2022 Q3	$93K	Sell	495 -64	-11%	-$12.5K	0.07%	155
2022 Q2	$98K	Buy	+559	New	+$108K	0.08%	148
2022 Q1	–	Sell	-512	Closed	-$132K	–	458
2021 Q4	$132K	Hold	512	–	–	0.1%	157
2021 Q3	$120K	Buy	512 +1	+0.2%	+$199	0.1%	158
2021 Q2	$99K	Buy	511 +26	+5%	+$5.09K	0.07%	188
2021 Q1	$92K	Buy	+485	New	+$83.2K	0.07%	177
2018 Q3	$115K	Buy	998 +411	+70%	+$42.8K	0.08%	182
2018 Q2	$56K	Buy	587 +101	+21%	+$9.14K	0.04%	226
2018 Q1	$43K	Buy	486 +1	+0.2%	+$95	0.03%	224
2017 Q4	$46K	Buy	+485	New	+$40.1K	0.03%	221

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Wagner Wealth Management (South Carolina)'s LOW Position: Q4 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 495 shares — an estimated $93K sold.

Wagner Wealth Management (South Carolina) first reported a position in LOW in Q4 2017 and held it in 10 quarters. The position peaked at $132K in Q4 2021. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

Wagner Wealth Management (South Carolina) reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 495 Lowe's Companies shares in Q4 2022, an estimated $93K.
Wagner Wealth Management (South Carolina) first reported a position in Lowe's Companies in Q4 2017 and held it in 10 quarters.
Wagner Wealth Management (South Carolina)'s Lowe's Companies position peaked at $132K in Q4 2021.
2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q4 2022, filed 14 Feb 2023.