Advertisement
Screener

Lowe Wealth Advisors, LLC Historic Quarter Change: Foreign Stocks, Added

Lowe Wealth Advisors, LLC historic quarter change: Foreign Stocks, Added

In share positions in stocks (depositary receipts and foreign shares traded over the counter), over 14 quarters from 2014-12-31 to 2025-09-30, Lowe Wealth Advisors, LLC opened 9 positions, added to 7, reduced 1 and sold out of 4.

  • Q3 2016: Stock TEVA; Country of operation —; Class ADR; Shares before 65.
  • Q2 2016: Stock BP; Country of operation —; Class ADR; Shares before 1,744.
  • Q4 2015: Stock BP; Country of operation —; Class ADR; Shares before 1,742.
  • Q4 2015: Stock TEVA; Country of operation —; Class ADR; Shares before 64.

Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1574010), 14 quarters: Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-16); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-08); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-08); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-01-10); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-02); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-09); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-09); Q3 2016 (2016-06-30 to 2016-09-30, filed 2016-10-14); Q2 2016 (2016-03-31 to 2016-06-30, filed 2016-07-19); Q1 2016 (2015-12-31 to 2016-03-31, filed 2016-04-11); Q4 2015 (2015-09-30 to 2015-12-31, filed 2016-02-03); Q3 2015 (2015-06-30 to 2015-09-30, filed 2015-12-04); Q2 2015 (2015-03-31 to 2015-06-30, filed 2015-12-04); Q1 2015 (2014-12-31 to 2015-03-31, filed 2015-12-07). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2015-09-30. Not compared, as a quarter between them is not held here yet: 2016-09-30 to 2023-12-31 (missing 2016-12-31, 2017-03-31, 2017-06-30, 2017-09-30, 2017-12-31, 2018-03-31, 2018-06-30, 2018-09-30, 2018-12-31, 2019-03-31, 2019-06-30, 2019-09-30, 2019-12-31, 2020-03-31, 2020-06-30, 2020-09-30, 2020-12-31, 2021-03-31, 2021-06-30, 2021-09-30, 2021-12-31, 2022-03-31, 2022-06-30, 2022-09-30, 2022-12-31, 2023-03-31, 2023-06-30, 2023-09-30).

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q3 2016TEVA
Teva Pharmaceutical Industries Ltd
ADR6566+1$3,000$3,000$02016-10-14
Q2 2016BP
BP PLC
ADR1,7441,746+2$53,000$62,000+$9,0002016-07-19
Q4 2015BP
BP PLC
ADR1,7421,744+2$53,000$55,000+$2,0002016-02-03
Q4 2015TEVA
Teva Pharmaceutical Industries Ltd
ADR6465+1$4,000$4,000$02016-02-03
Q2 2015BP
BP PLC
ADR1,7401,742+2$68,000$70,000+$2,0002015-12-04
Q1 2015BP
BP PLC
ADR7401,740+1,000$28,000$68,000+$40,0002015-12-07
Q1 2015TEVA
Teva Pharmaceutical Industries Ltd
ADR6364+1$4,000$4,000$02015-12-07

Similar Firms

Firm NameCountry13F ValueHoldings
Not available yet