WEPOG
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Wealth Enhancement & Preservation of GA’s Lowe's Companies LOW Stock Holding History

Wealth Enhancement & Preservation of GA’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
2023
Q2 		$209K Buy
+924
New +$192K 0.2% 45
2022
Q1 		– Sell
-898
Closed -$232K – 51
2021
Q4 		$232K Buy
+898
New +$213K 0.16% 48
2020
Q1 		– Sell
-1,760
Closed -$210K – 53
2019
Q4 		$210K Buy
+1,760
New +$201K 0.11% 51

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
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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wealth Enhancement & Preservation of GA's LOW Position: Q2 2023 in Review

Wealth Enhancement & Preservation of GA opened a new position in Lowe's Companies (LOW) in Q2 2023: 924 shares worth $209K. The stake represents 0.2% of the portfolio and ranks #45 among its holdings. This is a return to the name: Wealth Enhancement & Preservation of GA previously reported a position in LOW as recently as Q4 2021.

Wealth Enhancement & Preservation of GA first reported a position in LOW in Q4 2019 and has held it in 3 quarters since. The position peaked at $232K in Q4 2021. 2,344 funds tracked by Wall St. Rank hold LOW as of Q2 2023.

  • Wealth Enhancement & Preservation of GA held 924 shares of Lowe's Companies worth $209K as of Q2 2023.
  • Lowe's Companies was a new Wealth Enhancement & Preservation of GA position in Q2 2023.
  • Lowe's Companies made up 0.2% of Wealth Enhancement & Preservation of GA's portfolio in Q2 2023, its #45 holding.
  • Wealth Enhancement & Preservation of GA first reported a position in Lowe's Companies in Q4 2019 and has held it in 3 quarters since.
  • Wealth Enhancement & Preservation of GA's Lowe's Companies position peaked at $232K in Q4 2021.
  • 2,344 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2023.

Based on Wealth Enhancement & Preservation of GA's 13F filing for Q2 2023, filed 18 Jul 2023.