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Regent Peak Wealth Advisors’s Lamb Weston LW Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-344
Closed -$27K – 619
2020
Q4 		$27K Buy
+344
New +$25K 0.01% 404

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

Regent Peak Wealth Advisors's LW Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 344 shares — an estimated $27K sold.

Regent Peak Wealth Advisors first reported a position in LW in Q4 2020 and held it in 1 quarter. The position peaked at $27K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 344 Lamb Weston shares in Q1 2021, an estimated $27K.
  • Regent Peak Wealth Advisors first reported a position in Lamb Weston in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Lamb Weston position peaked at $27K in Q4 2020.
  • 619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.