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Wealthstreet Investment Advisors’s Lowe's Companies LOW Stock Holding History

Wealthstreet Investment 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
2021
Q2 		– Sell
-29,677
Closed -$5.64M – 229
2021
Q1 		$5.64M Sell
29,677
-1,775
-6% -$305K 0.55% 47
2020
Q4 		$5.05M Sell
31,452
-670
-2% -$109K 0.51% 48
2020
Q3 		$5.33M Buy
32,122
+1,067
+3% +$164K 0.6% 42
2020
Q2 		$4.2M Sell
31,055
-150
-0.5% -$17.1K 0.51% 49
2020
Q1 		$2.69M Sell
31,205
-3,575
-10% -$391K 0.4% 59
2019
Q4 		$4.17M Sell
34,780
-200
-0.6% -$22.9K 0.49% 54
2019
Q3 		$3.83M Sell
34,980
-165
-0.5% -$17.4K 0.49% 55
2019
Q2 		$3.55M Hold
35,145
– – 0.46% 60
2019
Q1 		$3.85M Sell
35,145
-350
-1% -$34.9K 0.51% 58
2018
Q4 		$3.31M Sell
35,495
-1,150
-3% -$111K 0.46% 58
2018
Q3 		$4.21M Sell
36,645
-485
-1% -$50.5K 0.52% 53
2018
Q2 		$3.55M Sell
37,130
-2,100
-5% -$190K 0.47% 57
2018
Q1 		$3.44M Sell
39,230
-5,661
-13% -$536K 0.43% 59
2017
Q4 		$4.17M Buy
+44,891
New +$3.71M 0.51% 56

Other funds holding LOW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's LOW Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Lowe's Companies (LOW) in Q2 2021, closing a stake of 29,677 shares — an estimated $5.64M sold.

Wealthstreet Investment Advisors first reported a position in LOW in Q4 2017 and held it in 14 quarters. The position peaked at $5.64M in Q1 2021. 2,110 funds tracked by Wall St. Rank hold LOW as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Lowe's Companies position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 29,677 Lowe's Companies shares in Q2 2021, an estimated $5.64M.
  • Wealthstreet Investment Advisors first reported a position in Lowe's Companies in Q4 2017 and held it in 14 quarters.
  • Wealthstreet Investment Advisors's Lowe's Companies position peaked at $5.64M in Q1 2021.
  • 2,110 funds tracked by Wall St. Rank held Lowe's Companies as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.