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Prospera Financial Services’s Lamb Weston LW Stock Holding History

Prospera Financial Services’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
-13,889
Closed -$1.07M – 934
2022
Q3 		$1.07M Buy
13,889
+13,461
+3,145% +$1.05M 0.06% 351
2022
Q2 		$31K Sell
428
-485
-53% -$32K ﹤0.01% 1122
2022
Q1 		$55K Buy
+913
New +$56.7K ﹤0.01% 1334
2020
Q4 		– Sell
-302
Closed -$20K – 1187
2020
Q3 		$20K Buy
+302
New +$19.3K 0.01% 896

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

Prospera Financial Services's LW Position: Q4 2022 in Review

Prospera Financial Services sold out of Lamb Weston (LW) in Q4 2022, closing a stake of 13,889 shares — an estimated $1.07M sold.

Prospera Financial Services first reported a position in LW in Q3 2020 and held it in 4 quarters. The position peaked at $1.07M in Q3 2022. 687 funds tracked by Wall St. Rank hold LW as of Q4 2022.

  • Prospera Financial Services reported no remaining Lamb Weston position as of Q4 2022 after selling out during the quarter.
  • Prospera Financial Services sold 13,889 Lamb Weston shares in Q4 2022, an estimated $1.07M.
  • Prospera Financial Services first reported a position in Lamb Weston in Q3 2020 and held it in 4 quarters.
  • Prospera Financial Services's Lamb Weston position peaked at $1.07M in Q3 2022.
  • 687 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2022.

Based on Prospera Financial Services's 13F filing for Q4 2022, filed 8 Feb 2023.