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Clarus Wealth Advisors’s Lamb Weston LW Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-9,029
Closed -$572K – 392
2019
Q2 		$572K Hold
9,029
– – 0.41% 39
2019
Q1 		$677K Hold
9,029
– – 0.51% 28
2018
Q4 		$664K Hold
9,029
– – 1.04% 12
2018
Q3 		$601K Hold
9,029
– – 0.39% 28
2018
Q2 		$526K Hold
9,029
– – 0.4% 27
2018
Q1 		$526K Buy
9,029
+1,000
+12% +$56.6K 0.49% 27
2017
Q4 		$453K Buy
+8,029
New +$423K 0.44% 33

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clarus Wealth Advisors's LW Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Lamb Weston (LW) in Q3 2019, closing a stake of 9,029 shares — an estimated $572K sold.

Clarus Wealth Advisors first reported a position in LW in Q4 2017 and held it in 7 quarters. The position peaked at $677K in Q1 2019. 602 funds tracked by Wall St. Rank hold LW as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Lamb Weston position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 9,029 Lamb Weston shares in Q3 2019, an estimated $572K.
  • Clarus Wealth Advisors first reported a position in Lamb Weston in Q4 2017 and held it in 7 quarters.
  • Clarus Wealth Advisors's Lamb Weston position peaked at $677K in Q1 2019.
  • 602 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.