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PFG Private Wealth Management’s Lamb Weston LW Stock Holding History

PFG Private 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
2022
Q4 		– Sell
-34
Closed -$3K – 394
2022
Q3 		$3K Buy
+34
New +$2.66K ﹤0.01% 270

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PFG Private Wealth Management's LW Position: Q4 2022 in Review

PFG Private Wealth Management sold out of Lamb Weston (LW) in Q4 2022, closing a stake of 34 shares — an estimated $3K sold.

PFG Private Wealth Management first reported a position in LW in Q3 2022 and held it in 1 quarter. The position peaked at $3K in Q3 2022. 687 funds tracked by Wall St. Rank hold LW as of Q4 2022.

  • PFG Private Wealth Management reported no remaining Lamb Weston position as of Q4 2022 after selling out during the quarter.
  • PFG Private Wealth Management sold 34 Lamb Weston shares in Q4 2022, an estimated $3K.
  • PFG Private Wealth Management first reported a position in Lamb Weston in Q3 2022 and held it in 1 quarter.
  • PFG Private Wealth Management's Lamb Weston position peaked at $3K in Q3 2022.
  • 687 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2022.

Based on PFG Private Wealth Management's 13F filing for Q4 2022, filed 19 Jan 2023.