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CFM Wealth Partners’s Lamb Weston LW Stock Holding History

CFM Wealth Partners’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
Q3 		– Sell
-578
Closed -$36K – 340
2020
Q2 		$36K Sell
578
-50
-8% -$3.02K 0.01% 308
2020
Q1 		$36K Hold
628
– – 0.02% 305
2019
Q4 		$57K Buy
+628
New +$50.6K 0.02% 269

Other funds holding LW

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

CFM Wealth Partners's LW Position: Q3 2020 in Review

CFM Wealth Partners sold out of Lamb Weston (LW) in Q3 2020, closing a stake of 578 shares — an estimated $36K sold.

CFM Wealth Partners first reported a position in LW in Q4 2019 and held it in 3 quarters. The position peaked at $57K in Q4 2019. 576 funds tracked by Wall St. Rank hold LW as of Q3 2020.

  • CFM Wealth Partners reported no remaining Lamb Weston position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 578 Lamb Weston shares in Q3 2020, an estimated $36K.
  • CFM Wealth Partners first reported a position in Lamb Weston in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Lamb Weston position peaked at $57K in Q4 2019.
  • 576 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.