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Atria Wealth Solutions’s Lamb Weston LW Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$672K Sell
12,955
-39,392
-75% -$2.11M 0.02% 800
2025
Q1 		$2.79M Buy
52,347
+9,699
+23% +$549K 0.03% 515
2024
Q4 		$2.85M Buy
+42,648
New +$3.18M 0.03% 521
2024
Q3 		– Sell
-2,551
Closed -$214K – 1997
2024
Q2 		$214K Sell
2,551
-8,834
-78% -$754K ﹤0.01% 1725
2024
Q1 		$1.21M Sell
11,385
-226
-2% -$23.5K 0.01% 830
2023
Q4 		$1.26M Buy
11,611
+7,458
+180% +$718K 0.02% 774
2023
Q3 		$384K Sell
4,153
-1,501
-27% -$152K 0.01% 1268
2023
Q2 		$650K Buy
5,654
+1,959
+53% +$219K 0.01% 1036
2023
Q1 		$386K Sell
3,695
-207
-5% -$20.5K 0.01% 1286
2022
Q4 		$349K Buy
3,902
+49
+1% +$4.17K 0.01% 1271
2022
Q3 		$298K Buy
+3,853
New +$301K 0.01% 1304

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return