Gen-Wealth Partners’s Lamb Weston LW Stock Holding History

Gen-Wealth Partners’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 Q2	–	Sell	-1,205	Closed	-$128K	–	675
2024 Q1	$128K	Buy	+1,205	New	+$125K	0.06%	271

Other funds holding LW

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

Gen-Wealth Partners's LW Position: Q2 2024 in Review

Gen-Wealth Partners sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 1,205 shares — an estimated $128K sold.

Gen-Wealth Partners first reported a position in LW in Q1 2024 and held it in 1 quarter. The position peaked at $128K in Q1 2024. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

Gen-Wealth Partners reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
Gen-Wealth Partners sold 1,205 Lamb Weston shares in Q2 2024, an estimated $128K.
Gen-Wealth Partners first reported a position in Lamb Weston in Q1 2024 and held it in 1 quarter.
Gen-Wealth Partners's Lamb Weston position peaked at $128K in Q1 2024.
755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Gen-Wealth Partners's 13F filing for Q2 2024, filed 13 Aug 2024.