Fortis Capital Advisors’s Lamb Weston LW Stock Holding History

Fortis Capital 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 Q2	–	Sell	-1,042	Closed	-$109K	–	408
2023 Q1	$109K	Buy	+1,042	New	+$103K	0.06%	166

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Fortis Capital Advisors's LW Position: Q2 2023 in Review

Fortis Capital Advisors sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 1,042 shares — an estimated $109K sold.

Fortis Capital Advisors first reported a position in LW in Q1 2023 and held it in 1 quarter. The position peaked at $109K in Q1 2023. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

Fortis Capital Advisors reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
Fortis Capital Advisors sold 1,042 Lamb Weston shares in Q2 2023, an estimated $109K.
Fortis Capital Advisors first reported a position in Lamb Weston in Q1 2023 and held it in 1 quarter.
Fortis Capital Advisors's Lamb Weston position peaked at $109K in Q1 2023.
782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on Fortis Capital Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.