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Lenox Wealth Advisors’s Lamb Weston LW Stock Holding History

Lenox Wealth 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
2022
Q1 		– Sell
-97
Closed -$6K – 902
2021
Q4 		$6K Buy
97
+8
+9% +$462 ﹤0.01% 576
2021
Q3 		$5K Hold
89
– – ﹤0.01% 558
2021
Q2 		$7K Hold
89
– – ﹤0.01% 512
2021
Q1 		$7K Sell
89
-89
-50% -$7.02K ﹤0.01% 459
2020
Q4 		$14K Buy
+178
New +$13K ﹤0.01% 373

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lenox Wealth Advisors's LW Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Lamb Weston (LW) in Q1 2022, closing a stake of 97 shares — an estimated $6K sold.

Lenox Wealth Advisors first reported a position in LW in Q4 2020 and held it in 5 quarters. The position peaked at $14K in Q4 2020. 526 funds tracked by Wall St. Rank hold LW as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Lamb Weston position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 97 Lamb Weston shares in Q1 2022, an estimated $6K.
  • Lenox Wealth Advisors first reported a position in Lamb Weston in Q4 2020 and held it in 5 quarters.
  • Lenox Wealth Advisors's Lamb Weston position peaked at $14K in Q4 2020.
  • 526 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.