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Baker Tilly Wealth Management’s Lamb Weston LW Stock Holding History

Baker Tilly 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
2023
Q3 		– Sell
-2,033
Closed -$234K – 520
2023
Q2 		$234K Buy
2,033
+26
+1% +$2.9K 0.02% 498
2023
Q1 		$210K Buy
+2,007
New +$198K 0.02% 515
2021
Q2 		– Sell
-3,302
Closed -$256K – 501
2021
Q1 		$256K Buy
+3,302
New +$260K 0.05% 397

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Baker Tilly Wealth Management's LW Position: Q3 2023 in Review

Baker Tilly Wealth Management sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 2,033 shares — an estimated $234K sold.

Baker Tilly Wealth Management first reported a position in LW in Q1 2021 and held it in 3 quarters. The position peaked at $256K in Q1 2021. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Baker Tilly Wealth Management reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,033 Lamb Weston shares in Q3 2023, an estimated $234K.
  • Baker Tilly Wealth Management first reported a position in Lamb Weston in Q1 2021 and held it in 3 quarters.
  • Baker Tilly Wealth Management's Lamb Weston position peaked at $256K in Q1 2021.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Baker Tilly Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.