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Wealth Management Solutions’s Lowe's Companies LOW Stock Holding History

Wealth Management Solutions’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
Q1 		– Sell
-835
Closed -$216K – 122
2021
Q4 		$216K Buy
+835
New +$199K 0.11% 110

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State Street
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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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Management Solutions's LOW Position: Q1 2022 in Review

Wealth Management Solutions sold out of Lowe's Companies (LOW) in Q1 2022, closing a stake of 835 shares — an estimated $216K sold.

Wealth Management Solutions first reported a position in LOW in Q4 2021 and held it in 1 quarter. The position peaked at $216K in Q4 2021. 2,311 funds tracked by Wall St. Rank hold LOW as of Q1 2022.

  • Wealth Management Solutions reported no remaining Lowe's Companies position as of Q1 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 835 Lowe's Companies shares in Q1 2022, an estimated $216K.
  • Wealth Management Solutions first reported a position in Lowe's Companies in Q4 2021 and held it in 1 quarter.
  • Wealth Management Solutions's Lowe's Companies position peaked at $216K in Q4 2021.
  • 2,311 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2022.

Based on Wealth Management Solutions's 13F filing for Q1 2022, filed 6 May 2022.