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CarsonAllaria Wealth Management’s Lamb Weston LW Stock Holding History

CarsonAllaria 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
Q4 		– Sell
-33
Closed -$3.06K – 372
2023
Q3 		$3.06K Hold
33
– – ﹤0.01% 285
2023
Q2 		$3.79K Buy
+33
New +$3.68K ﹤0.01% 283

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

CarsonAllaria Wealth Management's LW Position: Q4 2023 in Review

CarsonAllaria Wealth Management sold out of Lamb Weston (LW) in Q4 2023, closing a stake of 33 shares — an estimated $3.06K sold.

CarsonAllaria Wealth Management first reported a position in LW in Q2 2023 and held it in 2 quarters. The position peaked at $3.79K in Q2 2023. 769 funds tracked by Wall St. Rank hold LW as of Q4 2023.

  • CarsonAllaria Wealth Management reported no remaining Lamb Weston position as of Q4 2023 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 33 Lamb Weston shares in Q4 2023, an estimated $3.06K.
  • CarsonAllaria Wealth Management first reported a position in Lamb Weston in Q2 2023 and held it in 2 quarters.
  • CarsonAllaria Wealth Management's Lamb Weston position peaked at $3.79K in Q2 2023.
  • 769 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2023.

Based on CarsonAllaria Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.