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Fortitude Advisory Group’s Lamb Weston LW Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-314
Closed -$19K – 813
2022
Q1 		$19K Hold
314
– – 0.01% 848
2021
Q4 		$20K Buy
+314
New +$18.1K 0.01% 842

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

Fortitude Advisory Group's LW Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Lamb Weston (LW) in Q2 2022, closing a stake of 314 shares — an estimated $19K sold.

Fortitude Advisory Group first reported a position in LW in Q4 2021 and held it in 2 quarters. The position peaked at $20K in Q4 2021. 557 funds tracked by Wall St. Rank hold LW as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Lamb Weston position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 314 Lamb Weston shares in Q2 2022, an estimated $19K.
  • Fortitude Advisory Group first reported a position in Lamb Weston in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Lamb Weston position peaked at $20K in Q4 2021.
  • 557 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.