Amplius Wealth Advisors’s Lamb Weston LW Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-47	Closed	-$2K	–	589
2021 Q4	$2K	Buy	+47	New	+$2.71K	﹤0.01%	843

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

LCOV

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

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

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

Amplius Wealth Advisors's LW Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Lamb Weston (LW) in Q1 2022, closing a stake of 47 shares — an estimated $2K sold.

Amplius Wealth Advisors first reported a position in LW in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 526 funds tracked by Wall St. Rank hold LW as of Q1 2022.

Amplius Wealth Advisors reported no remaining Lamb Weston position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 47 Lamb Weston shares in Q1 2022, an estimated $2K.
Amplius Wealth Advisors first reported a position in Lamb Weston in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Lamb Weston position peaked at $2K in Q4 2021.
526 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.