Liberty Wealth Management’s Lamb Weston LW Stock Holding History

Liberty Wealth Management’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 Q4	–	Sell	-24	Closed	-$2K	–	711
2021 Q3	$2K	Buy	24 +12	+100%	+$813	﹤0.01%	1065
2021 Q2	$1K	Hold	12	–	–	﹤0.01%	1010
2021 Q1	$0	Hold	12	–	–	﹤0.01%	998
2020 Q4	$0	Hold	12	–	–	﹤0.01%	1023
2020 Q3	$1K	Hold	12	–	–	﹤0.01%	818
2020 Q2	$1K	Hold	12	–	–	﹤0.01%	800
2020 Q1	$1K	Hold	12	–	–	﹤0.01%	818
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	842
2019 Q3	$1K	Hold	12	–	–	﹤0.01%	805
2019 Q2	$1K	Hold	12	–	–	﹤0.01%	838
2019 Q1	$0	Buy	+12	New	+$850	﹤0.01%	799

Other funds holding LW

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

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Liberty Wealth Management's LW Position: Q4 2021 in Review

Liberty Wealth Management sold out of Lamb Weston (LW) in Q4 2021, closing a stake of 24 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in LW in Q1 2019 and held it in 11 quarters. The position peaked at $2K in Q3 2021. 548 funds tracked by Wall St. Rank hold LW as of Q4 2021.

Liberty Wealth Management reported no remaining Lamb Weston position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 24 Lamb Weston shares in Q4 2021, an estimated $2K.
Liberty Wealth Management first reported a position in Lamb Weston in Q1 2019 and held it in 11 quarters.
Liberty Wealth Management's Lamb Weston position peaked at $2K in Q3 2021.
548 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.