WealthSource Partners’s Lowe's Companies LOW Stock Holding History

WealthSource Partners’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 Q4	$643K	Sell	2,889 -79	-3%	-$16K	0.04%	269
2023 Q3	$617K	Sell	2,968 -245	-8%	-$55.1K	0.04%	265
2023 Q2	$725K	Sell	3,213 -1,186	-27%	-$247K	0.05%	245
2023 Q1	$880K	Hold	4,399	–	–	0.06%	211
2022 Q4	$876K	Sell	4,399 -1,068	-20%	-$213K	0.06%	214
2022 Q3	$1.03M	Buy	5,467 +1,775	+48%	+$346K	0.08%	186
2022 Q2	$645K	Sell	3,692 -753	-17%	-$145K	0.05%	258
2022 Q1	$899K	Sell	4,445 -260	-6%	-$59.8K	0.06%	234
2021 Q4	$1.22M	Buy	4,705 +115	+3%	+$27.3K	0.1%	161
2021 Q3	$931K	Buy	4,590 +1,147	+33%	+$229K	0.08%	180
2021 Q2	$668K	Sell	3,443 -258	-7%	-$50.5K	0.06%	227
2021 Q1	$704K	Buy	3,701 +1,636	+79%	+$281K	0.07%	194
2020 Q4	$331K	Hold	2,065	–	–	0.04%	273
2020 Q3	$343K	Hold	2,065	–	–	0.05%	239
2020 Q2	$279K	Buy	+2,065	New	+$236K	0.04%	253
2020 Q1	–	Sell	-2,149	Closed	-$257K	–	394
2019 Q4	$257K	Buy	2,149 +190	+10%	+$21.7K	0.03%	338
2019 Q3	$215K	Sell	1,959 -562	-22%	-$59.3K	0.03%	400
2019 Q2	$254K	Buy	+2,521	New	+$266K	0.04%	368
2018 Q4	–	Sell	-2,063	Closed	-$237K	–	329
2018 Q3	$237K	Buy	+2,063	New	+$215K	0.06%	262

Other funds holding LOW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

WealthSource Partners's LOW Position: Q4 2023 in Review

WealthSource Partners reduced its Lowe's Companies (LOW) stake by 2.7% in Q4 2023, selling an estimated $16K and leaving 2,889 shares worth $643K. The position accounts for 0.04% of the portfolio, ranked #269.

WealthSource Partners first reported a position in LOW in Q3 2018 and has held it in 19 quarters since. The position peaked at $1.22M in Q4 2021. 2,456 funds tracked by Wall St. Rank hold LOW as of Q4 2023.

WealthSource Partners held 2,889 shares of Lowe's Companies worth $643K as of Q4 2023.
WealthSource Partners sold 79 Lowe's Companies shares in Q4 2023, an estimated $16K.
Lowe's Companies made up 0.04% of WealthSource Partners's portfolio in Q4 2023, its #269 holding.
WealthSource Partners first reported a position in Lowe's Companies in Q3 2018 and has held it in 19 quarters since.
WealthSource Partners's Lowe's Companies position peaked at $1.22M in Q4 2021.
2,456 funds tracked by Wall St. Rank held Lowe's Companies as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.