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Arkadios Wealth Advisors’s Lamb Weston LW Stock Holding History

Arkadios 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
2021
Q4 		– Sell
-119
Closed -$7K – 1268
2021
Q3 		$7K Sell
119
-16
-12% -$1.08K ﹤0.01% 1527
2021
Q2 		$10K Buy
135
+1
+0.7% +$80 ﹤0.01% 1536
2021
Q1 		$10K Hold
134
– – ﹤0.01% 1193
2020
Q4 		$10K Buy
134
+16
+14% +$1.17K ﹤0.01% 959
2020
Q3 		$8.58K Buy
118
+6
+5% +$384 ﹤0.01% 775
2020
Q2 		$7.45K Hold
112
– – ﹤0.01% 723
2020
Q1 		$6.41K Hold
112
– – ﹤0.01% 734
2019
Q4 		$10.6K Buy
+112
New +$9.02K 0.01% 582

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Arkadios Wealth Advisors's LW Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Lamb Weston (LW) in Q4 2021, closing a stake of 119 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in LW in Q4 2019 and held it in 8 quarters. The position peaked at $10.6K in Q4 2019. 547 funds tracked by Wall St. Rank hold LW as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Lamb Weston position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 119 Lamb Weston shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in Lamb Weston in Q4 2019 and held it in 8 quarters.
  • Arkadios Wealth Advisors's Lamb Weston position peaked at $10.6K in Q4 2019.
  • 547 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.