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RiverTree Advisors’s Lamb Weston LW Stock Holding History

RiverTree 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
2023
Q2 		– Sell
-2,225
Closed -$233K – 39
2023
Q1 		$233K Sell
2,225
-470
-17% -$46.5K 0.17% 30
2022
Q4 		$241K Sell
2,695
-55
-2% -$4.68K 0.2% 24
2022
Q3 		$213K Buy
+2,750
New +$215K 0.17% 25

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

RiverTree Advisors's LW Position: Q2 2023 in Review

RiverTree Advisors sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 2,225 shares — an estimated $233K sold.

RiverTree Advisors first reported a position in LW in Q3 2022 and held it in 3 quarters. The position peaked at $241K in Q4 2022. 782 funds tracked by Wall St. Rank hold LW as of Q2 2023.

  • RiverTree Advisors reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
  • RiverTree Advisors sold 2,225 Lamb Weston shares in Q2 2023, an estimated $233K.
  • RiverTree Advisors first reported a position in Lamb Weston in Q3 2022 and held it in 3 quarters.
  • RiverTree Advisors's Lamb Weston position peaked at $241K in Q4 2022.
  • 782 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on RiverTree Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.