Able Wealth Management’s Lamb Weston LW Stock Holding History

Able Wealth Management’s Portfolio LW Stock Details LW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-71	Closed	-$7.67K	–	366
2023 Q4	$7.67K	Buy	+71	New	+$6.84K	0.01%	305

Other funds holding LW

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

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

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

ACM

Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Able Wealth Management's LW Position: Q1 2024 in Review

Able Wealth Management sold out of Lamb Weston (LW) in Q1 2024, closing a stake of 71 shares — an estimated $7.67K sold.

Able Wealth Management first reported a position in LW in Q4 2023 and held it in 1 quarter. The position peaked at $7.67K in Q4 2023. 790 funds tracked by Wall St. Rank hold LW as of Q1 2024.

Able Wealth Management reported no remaining Lamb Weston position as of Q1 2024 after selling out during the quarter.
Able Wealth Management sold 71 Lamb Weston shares in Q1 2024, an estimated $7.67K.
Able Wealth Management first reported a position in Lamb Weston in Q4 2023 and held it in 1 quarter.
Able Wealth Management's Lamb Weston position peaked at $7.67K in Q4 2023.
790 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2024.

Based on Able Wealth Management's 13F filing for Q1 2024, filed 1 Nov 2024.