WealthTrust Asset Management’s Lowe's Companies LOW Stock Holding History

WealthTrust Asset Management’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
2024 Q1	–	Sell	-1,344	Closed	-$299K	–	92
2023 Q4	$299K	Buy	+1,344	New	+$272K	0.25%	58
2022 Q4	–	Sell	-10,157	Closed	-$1.91M	–	73
2022 Q3	$1.91M	Sell	10,157 -744	-7%	-$145K	2.01%	17
2022 Q2	$1.9M	Sell	10,901 -803	-7%	-$155K	1.8%	16
2022 Q1	$2.37M	Buy	11,704 +227	+2%	+$52.2K	1.68%	18
2021 Q4	$2.97M	Buy	11,477 +380	+3%	+$90.3K	1.97%	14
2021 Q3	$2.25M	Buy	11,097 +438	+4%	+$87.3K	2%	22
2021 Q2	$2.07M	Buy	+10,659	New	+$2.09M	1.8%	29

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

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

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

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

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

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

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

WealthTrust Asset Management's LOW Position: Q1 2024 in Review

WealthTrust Asset Management sold out of Lowe's Companies (LOW) in Q1 2024, closing a stake of 1,344 shares — an estimated $299K sold.

WealthTrust Asset Management first reported a position in LOW in Q2 2021 and held it in 7 quarters. The position peaked at $2.97M in Q4 2021. 2,501 funds tracked by Wall St. Rank hold LOW as of Q1 2024.

WealthTrust Asset Management reported no remaining Lowe's Companies position as of Q1 2024 after selling out during the quarter.
WealthTrust Asset Management sold 1,344 Lowe's Companies shares in Q1 2024, an estimated $299K.
WealthTrust Asset Management first reported a position in Lowe's Companies in Q2 2021 and held it in 7 quarters.
WealthTrust Asset Management's Lowe's Companies position peaked at $2.97M in Q4 2021.
2,501 funds tracked by Wall St. Rank held Lowe's Companies as of Q1 2024.

Based on WealthTrust Asset Management's 13F filing for Q1 2024, filed 3 May 2024.