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Legacy Financial Advisors’s Lamb Weston LW Stock Holding History

Legacy Financial 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
2019
Q2 		– Sell
-408
Closed -$31K – 574
2019
Q1 		$31K Buy
408
+120
+42% +$8.5K 0.01% 368
2018
Q4 		$21K Buy
+288
New +$22K 0.01% 399

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Legacy Financial Advisors's LW Position: Q2 2019 in Review

Legacy Financial Advisors sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 408 shares — an estimated $31K sold.

Legacy Financial Advisors first reported a position in LW in Q4 2018 and held it in 2 quarters. The position peaked at $31K in Q1 2019. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

  • Legacy Financial Advisors reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 408 Lamb Weston shares in Q2 2019, an estimated $31K.
  • Legacy Financial Advisors first reported a position in Lamb Weston in Q4 2018 and held it in 2 quarters.
  • Legacy Financial Advisors's Lamb Weston position peaked at $31K in Q1 2019.
  • 599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Legacy Financial Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.