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Catalyst Private Wealth’s Lamb Weston LW Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-75
Closed -$5K – 182
2020
Q3 		$5K Buy
+75
New +$4.8K ﹤0.01% 241

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Catalyst Private Wealth's LW Position: Q4 2020 in Review

Catalyst Private Wealth sold out of Lamb Weston (LW) in Q4 2020, closing a stake of 75 shares — an estimated $5K sold.

Catalyst Private Wealth first reported a position in LW in Q3 2020 and held it in 1 quarter. The position peaked at $5K in Q3 2020. 601 funds tracked by Wall St. Rank hold LW as of Q4 2020.

  • Catalyst Private Wealth reported no remaining Lamb Weston position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 75 Lamb Weston shares in Q4 2020, an estimated $5K.
  • Catalyst Private Wealth first reported a position in Lamb Weston in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's Lamb Weston position peaked at $5K in Q3 2020.
  • 601 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.