EWA
LW icon

Exencial Wealth Advisors’s Lamb Weston LW Stock Holding History

Exencial 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
2024
Q3 		– Sell
-3,493
Closed -$294K – 506
2024
Q2 		$294K Buy
3,493
+59
+2% +$5.03K 0.01% 430
2024
Q1 		$366K Buy
3,434
+441
+15% +$45.9K 0.01% 415
2023
Q4 		$324K Buy
2,993
+452
+18% +$43.5K 0.01% 414
2023
Q3 		$235K Buy
2,541
+529
+26% +$53.6K 0.01% 387
2023
Q2 		$231K Sell
2,012
-24
-1% -$2.68K 0.01% 403
2023
Q1 		$213K Sell
2,036
-374
-16% -$37K 0.01% 394
2022
Q4 		$215K Sell
2,410
-507
-17% -$43.1K 0.01% 402
2022
Q3 		$226K Sell
2,917
-321
-10% -$25.1K 0.01% 381
2022
Q2 		$231K Sell
3,238
-1,959
-38% -$129K 0.01% 387
2022
Q1 		$311K Sell
5,197
-111
-2% -$6.9K 0.02% 357
2021
Q4 		$336K Sell
5,308
-79,870
-94% -$4.61M 0.02% 368
2021
Q3 		$5.23M Buy
85,178
+30,788
+57% +$2.08M 0.23% 102
2021
Q2 		$4.39M Buy
54,390
+882
+2% +$70.6K 0.24% 124
2021
Q1 		$4.15M Buy
53,508
+953
+2% +$75.1K 0.25% 125
2020
Q4 		$4.14M Sell
52,555
-717
-1% -$52.2K 0.28% 110
2020
Q3 		$3.53M Buy
53,272
+5,647
+12% +$362K 0.19% 143
2020
Q2 		$3.04M Buy
47,625
+10,944
+30% +$661K 0.26% 116
2020
Q1 		$2.09M Buy
+36,681
New +$3.02M 0.37% 79

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
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
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return