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

Wetzel 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
2024
Q3 		– Sell
-111
Closed -$28.3K – 563
2024
Q2 		$28.3K Hold
111
– – 0.02% 297
2024
Q1 		$25.4K Hold
111
– – 0.02% 338
2023
Q4 		$25K Buy
+111
New +$22.5K 0.02% 340

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wetzel Investment Advisors's LOW Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Lowe's Companies (LOW) in Q3 2024, closing a stake of 111 shares — an estimated $28.3K sold.

Wetzel Investment Advisors first reported a position in LOW in Q4 2023 and held it in 3 quarters. The position peaked at $28.3K in Q2 2024. 2,547 funds tracked by Wall St. Rank hold LOW as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Lowe's Companies position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 111 Lowe's Companies shares in Q3 2024, an estimated $28.3K.
  • Wetzel Investment Advisors first reported a position in Lowe's Companies in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Lowe's Companies position peaked at $28.3K in Q2 2024.
  • 2,547 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.