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Waypoint Capital Advisors’s Lowe's Companies LOW Stock Holding History

Waypoint Capital 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
Q3 		$753K Buy
2,780
+91
+3% +$22K 0.16% 79
2024
Q2 		$593K Buy
2,689
+95
+4% +$21.7K 0.15% 79
2024
Q1 		$661K Buy
2,594
+18
+0.7% +$4.14K 0.17% 76
2023
Q4 		$573K Sell
2,576
-81
-3% -$16.4K 0.17% 79
2023
Q3 		$552K Buy
2,657
+21
+0.8% +$4.72K 0.19% 74
2023
Q2 		$595K Buy
2,636
+34
+1% +$7.07K 0.19% 85
2023
Q1 		$520K Sell
2,602
-80
-3% -$16.3K 0.17% 85
2022
Q4 		$534K Buy
2,682
+26
+1% +$5.2K 0.19% 83
2022
Q3 		$499K Sell
2,656
-64
-2% -$12.5K 0.22% 70
2022
Q2 		$475K Buy
2,720
+22
+0.8% +$4.24K 0.22% 70
2022
Q1 		$544K Buy
2,698
+59
+2% +$13.6K 0.32% 69
2021
Q4 		$682K Buy
+2,639
New +$627K 0.47% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Waypoint Capital Advisors's LOW Position: Q3 2024 in Review

Waypoint Capital Advisors increased its Lowe's Companies (LOW) stake by 3.4% in Q3 2024, buying an estimated $22K and bringing the position to 2,780 shares worth $753K. The position accounts for 0.16% of the portfolio, ranked #79.

Waypoint Capital Advisors first reported a position in LOW in Q4 2021 and has held it in 12 quarters since. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Waypoint Capital Advisors held 2,780 shares of Lowe's Companies worth $753K as of Q3 2024.
  • Waypoint Capital Advisors bought 91 Lowe's Companies shares in Q3 2024, an estimated $22K.
  • Lowe's Companies made up 0.16% of Waypoint Capital Advisors's portfolio in Q3 2024, its #79 holding.
  • Waypoint Capital Advisors first reported a position in Lowe's Companies in Q4 2021 and has held it in 12 quarters since.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.