Ropes Wealth Advisors’s Lamb Weston LW Stock Holding History

Ropes 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	-8	Closed	-$1K	–	554
2020 Q4	$1K	Buy	+8	New	+$583	﹤0.01%	733
2018 Q2	–	Sell	-9	Closed	-$1K	–	586
2018 Q1	$1K	Buy	+9	New	+$509	﹤0.01%	566
2017 Q2	–	Sell	-1	Closed	–	–	555
2017 Q1	$0	Buy	+1	New	+$39	﹤0.01%	539

Other funds holding LW

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Ropes Wealth Advisors's LW Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 8 shares — an estimated $1K sold.

Ropes Wealth Advisors first reported a position in LW in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

Ropes Wealth Advisors reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 8 Lamb Weston shares in Q1 2021, an estimated $1K.
Ropes Wealth Advisors first reported a position in Lamb Weston in Q1 2017 and held it in 3 quarters.
Ropes Wealth Advisors's Lamb Weston position peaked at $1K in Q4 2020.
619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.