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Capital Asset Advisory Services’s Lamb Weston LW Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-1,492
Closed -$117K – 1140
2020
Q4 		$117K Buy
+1,492
New +$109K 0.02% 422

Other funds holding LW

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Capital Asset Advisory Services's LW Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 1,492 shares — an estimated $117K sold.

Capital Asset Advisory Services first reported a position in LW in Q4 2020 and held it in 1 quarter. The position peaked at $117K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,492 Lamb Weston shares in Q1 2021, an estimated $117K.
  • Capital Asset Advisory Services first reported a position in Lamb Weston in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Lamb Weston position peaked at $117K in Q4 2020.
  • 619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.