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Wealthspire Advisors (Maryland)’s Lowe's Companies LOW Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$2.17M Sell
13,096
-19,295
-60% -$2.97M 0.08% 124
2020
Q2 		$4.38M Sell
32,391
-2,227
-6% -$254K 0.31% 51
2020
Q1 		$2.98M Sell
34,618
-2,701
-7% -$295K 0.26% 56
2019
Q4 		$4.47M Buy
37,319
+641
+2% +$73.3K 0.3% 58
2019
Q3 		$4.03M Sell
36,678
-48
-0.1% -$5.07K 0.3% 57
2019
Q2 		$3.71M Sell
36,726
-313
-0.8% -$33K 0.28% 60
2019
Q1 		$4.05M Buy
37,039
+24,132
+187% +$2.41M 0.31% 52
2018
Q4 		$1.19M Buy
12,907
+792
+7% +$76.4K 0.11% 106
2018
Q3 		$1.39M Buy
12,115
+5
+0% +$521 0.11% 105
2018
Q2 		$1.16M Sell
12,110
-620
-5% -$56.1K 0.1% 116
2018
Q1 		$1.12M Sell
12,730
-2,639
-17% -$250K 0.11% 113
2017
Q4 		$1.43M Buy
15,369
+2,983
+24% +$247K 0.14% 104
2017
Q3 		$990K Sell
12,386
-1,666
-12% -$128K 0.11% 133
2017
Q2 		$1.09M Buy
14,052
+7,451
+113% +$609K 0.13% 114
2017
Q1 		$543K Buy
6,601
+3,268
+98% +$250K 0.08% 169
2016
Q4 		$237K Sell
3,333
-12
-0.4% -$849 0.04% 324
2016
Q3 		$242K Buy
3,345
+267
+9% +$20.8K 0.04% 326
2016
Q2 		$244K Buy
3,078
+368
+14% +$28.5K 0.04% 312
2016
Q1 		$205K Sell
2,710
-113
-4% -$7.97K 0.04% 351
2015
Q4 		$215K Buy
+2,823
New +$210K 0.04% 344

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
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LOW Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Lowe's Companies (LOW) stake by 60% in Q3 2020, selling an estimated $2.97M and leaving 13,096 shares worth $2.17M. The position accounts for 0.08% of the portfolio, ranked #124.

Wealthspire Advisors (Maryland) first reported a position in LOW in Q4 2015 and has held it in 20 quarters since. The position peaked at $4.47M in Q4 2019. 1,910 funds tracked by Wall St. Rank hold LOW as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 13,096 shares of Lowe's Companies worth $2.17M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 19,295 Lowe's Companies shares in Q3 2020, an estimated $2.97M.
  • Lowe's Companies made up 0.08% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #124 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Lowe's Companies in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Lowe's Companies position peaked at $4.47M in Q4 2019.
  • 1,910 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.