CWS
LW icon

Confluence Wealth Services’s Lamb Weston LW Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-336
Closed -$21K – 765
2021
Q4 		$21K Buy
+336
New +$19.4K 0.01% 715

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Confluence Wealth Services's LW Position: Q1 2022 in Review

Confluence Wealth Services sold out of Lamb Weston (LW) in Q1 2022, closing a stake of 336 shares — an estimated $21K sold.

Confluence Wealth Services first reported a position in LW in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 526 funds tracked by Wall St. Rank hold LW as of Q1 2022.

  • Confluence Wealth Services reported no remaining Lamb Weston position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 336 Lamb Weston shares in Q1 2022, an estimated $21K.
  • Confluence Wealth Services first reported a position in Lamb Weston in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Lamb Weston position peaked at $21K in Q4 2021.
  • 526 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.