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Clearview Wealth Advisors’s Lamb Weston LW Stock Holding History

Clearview 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
2023
Q3 		– Sell
-137
Closed -$15.8K – 405
2023
Q2 		$15.8K Buy
137
+88
+180% +$9.81K 0.02% 305
2023
Q1 		$5.15K Hold
49
– – 0.01% 426
2022
Q4 		$4.39K Hold
49
– – ﹤0.01% 408
2022
Q3 		$4K Buy
49
+1
+2% +$78 ﹤0.01% 432
2022
Q2 		$3K Hold
48
– – ﹤0.01% 475
2022
Q1 		$3K Hold
48
– – ﹤0.01% 496
2021
Q4 		$3K Hold
48
– – ﹤0.01% 556
2021
Q3 		$3K Hold
48
– – ﹤0.01% 551
2021
Q2 		$4K Buy
48
+1
+2% +$80 ﹤0.01% 530
2021
Q1 		$4K Hold
47
– – ﹤0.01% 509
2020
Q4 		$4K Buy
+47
New +$3.42K ﹤0.01% 467

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Clearview Wealth Advisors's LW Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 137 shares — an estimated $15.8K sold.

Clearview Wealth Advisors first reported a position in LW in Q4 2020 and held it in 11 quarters. The position peaked at $15.8K in Q2 2023. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 137 Lamb Weston shares in Q3 2023, an estimated $15.8K.
  • Clearview Wealth Advisors first reported a position in Lamb Weston in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Lamb Weston position peaked at $15.8K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.