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Wipfli Financial Advisors’s Lowe's Companies LOW Stock Holding History

Wipfli Financial 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
2022
Q3 		$1.64M Buy
+8,728
New +$1.7M 0.12% 79

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wipfli Financial Advisors's LOW Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Lowe's Companies (LOW) in Q3 2022: 8,728 shares worth $1.64M. The stake represents 0.12% of the portfolio and ranks #79 among its holdings.

2,171 funds tracked by Wall St. Rank hold LOW as of Q3 2022.

  • Wipfli Financial Advisors held 8,728 shares of Lowe's Companies worth $1.64M as of Q3 2022.
  • Lowe's Companies was a new Wipfli Financial Advisors position in Q3 2022.
  • Lowe's Companies made up 0.12% of Wipfli Financial Advisors's portfolio in Q3 2022, its #79 holding.
  • 2,171 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.