Walled Lake Planning & Wealth Management’s Lowe's Companies LOW Stock Holding History

Walled Lake Planning & Wealth Management’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 Q4	–	Sell	-176	Closed	-$36K	–	225
2021 Q3	$36K	Hold	176	–	–	0.02%	181
2021 Q2	$34K	Buy	176 +1	+0.6%	+$196	0.02%	173
2021 Q1	$33K	Hold	175	–	–	0.02%	167
2020 Q4	$28K	Buy	175 +1	+0.6%	+$162	0.02%	156
2020 Q3	$29K	Buy	174 +117	+205%	+$18K	0.02%	154
2020 Q2	$8K	Hold	57	–	–	0.01%	217
2020 Q1	$5K	Hold	57	–	–	﹤0.01%	232
2019 Q4	$7K	Buy	+57	New	+$6.52K	0.01%	220

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Walled Lake Planning & Wealth Management's LOW Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Lowe's Companies (LOW) in Q4 2021, closing a stake of 176 shares — an estimated $36K sold.

Walled Lake Planning & Wealth Management first reported a position in LOW in Q4 2019 and held it in 8 quarters. The position peaked at $36K in Q3 2021. 2,410 funds tracked by Wall St. Rank hold LOW as of Q4 2021.

Walled Lake Planning & Wealth Management reported no remaining Lowe's Companies position as of Q4 2021 after selling out during the quarter.
Walled Lake Planning & Wealth Management sold 176 Lowe's Companies shares in Q4 2021, an estimated $36K.
Walled Lake Planning & Wealth Management first reported a position in Lowe's Companies in Q4 2019 and held it in 8 quarters.
Walled Lake Planning & Wealth Management's Lowe's Companies position peaked at $36K in Q3 2021.
2,410 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.