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OneAscent Wealth Management’s Lamb Weston LW Stock Holding History

OneAscent 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
Q1 		$624K Buy
8,059
+579
+8% +$45.6K 0.27% 93
2020
Q4 		$589K Buy
+7,480
New +$545K 0.27% 87

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

OneAscent Wealth Management's LW Position: Q1 2021 in Review

OneAscent Wealth Management increased its Lamb Weston (LW) stake by 7.7% in Q1 2021, buying an estimated $45.6K and bringing the position to 8,059 shares worth $624K. The position accounts for 0.27% of the portfolio, ranked #93.

OneAscent Wealth Management first reported a position in LW in Q4 2020 and has held it in 2 quarters since. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • OneAscent Wealth Management held 8,059 shares of Lamb Weston worth $624K as of Q1 2021.
  • OneAscent Wealth Management bought 579 Lamb Weston shares in Q1 2021, an estimated $45.6K.
  • Lamb Weston made up 0.27% of OneAscent Wealth Management's portfolio in Q1 2021, its #93 holding.
  • OneAscent Wealth Management first reported a position in Lamb Weston in Q4 2020 and has held it in 2 quarters since.
  • 619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on OneAscent Wealth Management's 13F filing for Q1 2021, filed 27 Apr 2021.