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WCG Wealth Advisors’s Lowe's Companies LOW Stock Holding History

WCG 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
2022
Q4 		– Sell
-5,591
Closed -$1.32M – 229
2022
Q3 		$1.32M Sell
5,591
-1,462
-21% -$285K 0.17% 105
2022
Q2 		$1.23M Buy
+7,053
New +$1.36M 0.17% 102

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WCG Wealth Advisors's LOW Position: Q4 2022 in Review

WCG Wealth Advisors sold out of Lowe's Companies (LOW) in Q4 2022, closing a stake of 5,591 shares — an estimated $1.32M sold.

WCG Wealth Advisors first reported a position in LOW in Q2 2022 and held it in 2 quarters. The position peaked at $1.32M in Q3 2022. 2,295 funds tracked by Wall St. Rank hold LOW as of Q4 2022.

  • WCG Wealth Advisors reported no remaining Lowe's Companies position as of Q4 2022 after selling out during the quarter.
  • WCG Wealth Advisors sold 5,591 Lowe's Companies shares in Q4 2022, an estimated $1.32M.
  • WCG Wealth Advisors first reported a position in Lowe's Companies in Q2 2022 and held it in 2 quarters.
  • WCG Wealth Advisors's Lowe's Companies position peaked at $1.32M in Q3 2022.
  • 2,295 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2022.

Based on WCG Wealth Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.