BRWA
LW icon

B. Riley Wealth Advisors’s Lamb Weston LW Stock Holding History

B. Riley 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
2024
Q4 		– Sell
-3,526
Closed -$231K – 1229
2024
Q3 		$231K Sell
3,526
-343
-9% -$22.6K 0.01% 1072
2024
Q2 		$325K Sell
3,869
-4,049
-51% -$345K 0.01% 994
2024
Q1 		$732K Buy
7,918
+4,549
+135% +$473K 0.02% 624
2023
Q4 		$364K Sell
3,369
-4,549
-57% -$438K 0.01% 968
2023
Q3 		$732K Buy
7,918
+967
+14% +$98K 0.02% 624
2023
Q2 		$799K Buy
6,951
+2,961
+74% +$330K 0.02% 646
2023
Q1 		$417K Sell
3,990
-6,683
-63% -$661K 0.01% 889
2022
Q4 		$954K Buy
10,673
+6,628
+164% +$564K 0.03% 553
2022
Q3 		$313K Buy
4,045
+963
+31% +$75.3K 0.01% 978
2022
Q2 		$220K Sell
3,082
-8,241
-73% -$544K 0.01% 1009
2022
Q1 		$679K Buy
11,323
+7,221
+176% +$449K 0.02% 601
2021
Q4 		$260K Buy
4,102
+248
+6% +$14.3K 0.01% 1141
2021
Q3 		$238K Buy
3,854
+437
+13% +$29.6K 0.01% 1157
2021
Q2 		$275K Sell
3,417
-504
-13% -$40.4K 0.01% 1072
2021
Q1 		$305K Buy
+3,921
New +$309K 0.01% 990
2019
Q4 		– Sell
-7,672
Closed -$559K – 884
2019
Q3 		$559K Buy
7,672
+892
+13% +$61.2K 0.06% 374
2019
Q2 		$431K Buy
6,780
+1,560
+30% +$103K 0.05% 430
2019
Q1 		$391K Buy
+5,220
New +$370K 0.05% 407

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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return