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Laurel Wealth Advisors (California)’s Lamb Weston LW Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.44M Sell
16,132
-960
-6% -$81.7K 0.14% 164
2022
Q3 		$1.32M Buy
17,092
+3,807
+29% +$298K 0.14% 161
2022
Q2 		$949K Buy
13,285
+1
+0% +$66 0.1% 225
2022
Q1 		$796K Sell
13,284
-2,236
-14% -$139K 0.07% 293
2021
Q4 		$984K Buy
+15,520
New +$895K 0.08% 262
2021
Q3 		– Sell
-3,389
Closed -$273K – 489
2021
Q2 		$273K Buy
3,389
+100
+3% +$8.01K 0.04% 421
2021
Q1 		$254K Buy
3,289
+1
+0% +$79 0.04% 389
2020
Q4 		$259K Sell
3,288
-9
-0.3% -$655 0.04% 370
2020
Q3 		$218K Sell
3,297
-33
-1% -$2.11K 0.04% 374
2020
Q2 		$213K Buy
+3,330
New +$201K 0.04% 365
2020
Q1 		– Sell
-3,352
Closed -$289K – 406
2019
Q4 		$289K Sell
3,352
-208
-6% -$16.8K 0.05% 354
2019
Q3 		$259K Buy
3,560
+381
+12% +$26.1K 0.04% 379
2019
Q2 		$201K Buy
3,179
+136
+4% +$8.97K 0.04% 391
2019
Q1 		$228K Sell
3,043
-11
-0.4% -$779 0.06% 344
2018
Q4 		$224K Hold
3,054
– – 0.07% 301
2018
Q3 		$203K Hold
3,054
– – 0.05% 372
2018
Q2 		$209K Buy
+3,054
New +$200K 0.06% 351

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
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LW Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its Lamb Weston (LW) stake by 5.6% in Q4 2022, selling an estimated $81.7K and leaving 16,132 shares worth $1.44M. The position accounts for 0.14% of the portfolio, ranked #164.

Laurel Wealth Advisors (California) first reported a position in LW in Q2 2018 and has held it in 17 quarters since. 686 funds tracked by Wall St. Rank hold LW as of Q4 2022.

  • Laurel Wealth Advisors (California) held 16,132 shares of Lamb Weston worth $1.44M as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 960 Lamb Weston shares in Q4 2022, an estimated $81.7K.
  • Lamb Weston made up 0.14% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #164 holding.
  • Laurel Wealth Advisors (California) first reported a position in Lamb Weston in Q2 2018 and has held it in 17 quarters since.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.