AWM
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Altium Wealth Management’s Lamb Weston LW Stock Holding History

Altium 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
2019
Q2 		– Sell
-2,988
Closed -$224K – 291
2019
Q1 		$224K Sell
2,988
-39
-1% -$2.76K 0.04% 244
2018
Q4 		$223K Sell
3,027
-226
-7% -$17.3K 0.04% 232
2018
Q3 		$217K Buy
3,253
+109
+3% +$7.48K 0.04% 263
2018
Q2 		$215K Buy
+3,144
New +$206K 0.06% 237

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Altium Wealth Management's LW Position: Q2 2019 in Review

Altium Wealth Management sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 2,988 shares — an estimated $224K sold.

Altium Wealth Management first reported a position in LW in Q2 2018 and held it in 4 quarters. The position peaked at $224K in Q1 2019. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

  • Altium Wealth Management reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
  • Altium Wealth Management sold 2,988 Lamb Weston shares in Q2 2019, an estimated $224K.
  • Altium Wealth Management first reported a position in Lamb Weston in Q2 2018 and held it in 4 quarters.
  • Altium Wealth Management's Lamb Weston position peaked at $224K in Q1 2019.
  • 599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Altium Wealth Management's 13F filing for Q2 2019, filed 18 Jul 2019.