Xcel Wealth Management’s Lowe's Companies LOW Stock Holding History

Xcel Wealth 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
2023 Q3	–	Sell	-1,768	Closed	-$399K	–	121
2023 Q2	$399K	Hold	1,768	–	–	0.13%	98
2023 Q1	$354K	Hold	1,768	–	–	0.12%	104
2022 Q4	$352K	Hold	1,768	–	–	0.14%	98
2022 Q3	$332K	Buy	1,768 +100	+6%	+$19.5K	0.12%	97
2022 Q2	$291K	Sell	1,668 -48	-3%	-$9.26K	0.11%	107
2022 Q1	$347K	Hold	1,716	–	–	0.1%	115
2021 Q4	$444K	Buy	1,716 +2	+0.1%	+$475	0.11%	108
2021 Q3	$348K	Hold	1,714	–	–	0.1%	111
2021 Q2	$332K	Hold	1,714	–	–	0.1%	116
2021 Q1	$326K	Sell	1,714 -50	-3%	-$8.58K	0.12%	103
2020 Q4	$283K	Hold	1,764	–	–	0.12%	104
2020 Q3	$292K	Buy	1,764 +50	+3%	+$7.7K	0.15%	91
2020 Q2	$231K	Buy	+1,714	New	+$196K	0.14%	89

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

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

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

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

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

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

Xcel Wealth Management's LOW Position: Q3 2023 in Review

Xcel Wealth Management sold out of Lowe's Companies (LOW) in Q3 2023, closing a stake of 1,768 shares — an estimated $399K sold.

Xcel Wealth Management first reported a position in LOW in Q2 2020 and held it in 13 quarters. The position peaked at $444K in Q4 2021. 2,304 funds tracked by Wall St. Rank hold LOW as of Q3 2023.

Xcel Wealth Management reported no remaining Lowe's Companies position as of Q3 2023 after selling out during the quarter.
Xcel Wealth Management sold 1,768 Lowe's Companies shares in Q3 2023, an estimated $399K.
Xcel Wealth Management first reported a position in Lowe's Companies in Q2 2020 and held it in 13 quarters.
Xcel Wealth Management's Lowe's Companies position peaked at $444K in Q4 2021.
2,304 funds tracked by Wall St. Rank held Lowe's Companies as of Q3 2023.

Based on Xcel Wealth Management's 13F filing for Q3 2023, filed 17 Oct 2023.