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Kovack Advisors’s Lamb Weston LW Stock Holding History

Kovack 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
2021
Q2 		– Sell
-2,584
Closed -$200K – 727
2021
Q1 		$200K Sell
2,584
-933
-27% -$73.6K 0.03% 585
2020
Q4 		$277K Sell
3,517
-111
-3% -$8.08K 0.04% 435
2020
Q3 		$240K Buy
+3,628
New +$232K 0.04% 369
2020
Q1 		– Sell
-4,402
Closed -$379K – 519
2019
Q4 		$379K Buy
4,402
+1
+0% +$81 0.07% 313
2019
Q3 		$320K Buy
4,401
+63
+1% +$4.32K 0.07% 316
2019
Q2 		$275K Buy
4,338
+2
+0% +$132 0.06% 323
2019
Q1 		$325K Buy
4,336
+68
+2% +$4.82K 0.08% 274
2018
Q4 		$314K Buy
4,268
+224
+6% +$17.1K 0.09% 250
2018
Q3 		$269K Buy
4,044
+400
+11% +$27.4K 0.07% 318
2018
Q2 		$250K Buy
+3,644
New +$238K 0.07% 320

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Kovack Advisors's LW Position: Q2 2021 in Review

Kovack Advisors sold out of Lamb Weston (LW) in Q2 2021, closing a stake of 2,584 shares — an estimated $200K sold.

Kovack Advisors first reported a position in LW in Q2 2018 and held it in 10 quarters. The position peaked at $379K in Q4 2019. 608 funds tracked by Wall St. Rank hold LW as of Q2 2021.

  • Kovack Advisors reported no remaining Lamb Weston position as of Q2 2021 after selling out during the quarter.
  • Kovack Advisors sold 2,584 Lamb Weston shares in Q2 2021, an estimated $200K.
  • Kovack Advisors first reported a position in Lamb Weston in Q2 2018 and held it in 10 quarters.
  • Kovack Advisors's Lamb Weston position peaked at $379K in Q4 2019.
  • 608 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2021.

Based on Kovack Advisors's 13F filing for Q2 2021, filed 29 Jul 2021.