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Warren Street Wealth Advisors’s Lowe's Companies LOW Stock Holding History

Warren Street 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
2024
Q4 		– Sell
-759
Closed -$206K – 111
2024
Q3 		$206K Buy
+759
New +$184K 0.08% 103

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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

Warren Street Wealth Advisors's LOW Position: Q4 2024 in Review

Warren Street Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2024, closing a stake of 759 shares — an estimated $206K sold.

Warren Street Wealth Advisors first reported a position in LOW in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 2,708 funds tracked by Wall St. Rank hold LOW as of Q4 2024.

  • Warren Street Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2024 after selling out during the quarter.
  • Warren Street Wealth Advisors sold 759 Lowe's Companies shares in Q4 2024, an estimated $206K.
  • Warren Street Wealth Advisors first reported a position in Lowe's Companies in Q3 2024 and held it in 1 quarter.
  • Warren Street Wealth Advisors's Lowe's Companies position peaked at $206K in Q3 2024.
  • 2,708 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2024.

Based on Warren Street Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.