SWA
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SOA Wealth Advisors’s Lamb Weston LW Stock Holding History

SOA 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
2022
Q3 		– Sell
-2
Closed – – 920
2022
Q2 		$0 Hold
2
– – ﹤0.01% 940
2022
Q1 		$0 Hold
2
– – ﹤0.01% 965
2021
Q4 		$0 Hold
2
– – ﹤0.01% 936
2021
Q3 		$0 Hold
2
– – ﹤0.01% 951
2021
Q2 		$0 Buy
+2
New +$160 ﹤0.01% 927

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
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
ACM
Anomaly Capital Management New York $1.65B AUM 26.47% 1-Year Est. Return

SOA Wealth Advisors's LW Position: Q3 2022 in Review

SOA Wealth Advisors sold out of Lamb Weston (LW) in Q3 2022, closing a stake of 2 shares.

SOA Wealth Advisors first reported a position in LW in Q2 2021 and held it in 5 quarters. The position peaked at $0 in Q2 2022. 594 funds tracked by Wall St. Rank hold LW as of Q3 2022.

  • SOA Wealth Advisors reported no remaining Lamb Weston position as of Q3 2022 after selling out during the quarter.
  • SOA Wealth Advisors sold 2 Lamb Weston shares in Q3 2022.
  • SOA Wealth Advisors first reported a position in Lamb Weston in Q2 2021 and held it in 5 quarters.
  • SOA Wealth Advisors's Lamb Weston position peaked at $0 in Q2 2022.
  • 594 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2022.

Based on SOA Wealth Advisors's 13F filing for Q3 2022, filed 7 Oct 2022.