TCI Wealth Advisors’s Lamb Weston LW Stock Holding History

TCI 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
2023 Q2	–	Sell	-249	Closed	-$26K	–	1351
2023 Q1	$26K	Hold	249	–	–	﹤0.01%	611
2022 Q4	$22.3K	Hold	249	–	–	﹤0.01%	647
2022 Q3	$19K	Sell	249 -16	-6%	-$1.25K	﹤0.01%	677
2022 Q2	$19K	Buy	265 +23	+10%	+$1.52K	﹤0.01%	660
2022 Q1	$14K	Hold	242	–	–	﹤0.01%	884
2021 Q4	$15K	Hold	242	–	–	﹤0.01%	873
2021 Q3	$15K	Hold	242	–	–	﹤0.01%	823
2021 Q2	$20K	Hold	242	–	–	﹤0.01%	617
2021 Q1	$19K	Hold	242	–	–	0.01%	589
2020 Q4	$19K	Hold	242	–	–	0.01%	508
2020 Q3	$16K	Hold	242	–	–	0.01%	487
2020 Q2	$15K	Sell	242 -230	-49%	-$13.9K	0.01%	498
2020 Q1	$27K	Sell	472 -66	-12%	-$5.42K	0.01%	410
2019 Q4	$46K	Buy	538 +3	+0.6%	+$242	0.02%	400
2019 Q3	$39K	Hold	535	–	–	0.02%	369
2019 Q2	$34K	Buy	535 +63	+13%	+$4.16K	0.02%	379
2019 Q1	$35K	Sell	472 -219	-32%	-$15.5K	0.02%	403
2018 Q4	$51K	Hold	691	–	–	0.02%	311
2018 Q3	$46K	Hold	691	–	–	0.02%	359
2018 Q2	$47K	Hold	691	–	–	0.02%	335
2018 Q1	$40K	Hold	691	–	–	0.02%	360
2017 Q4	$39K	Hold	691	–	–	0.02%	380
2017 Q3	$32K	Hold	691	–	–	0.02%	389
2017 Q2	$30K	Hold	691	–	–	0.02%	395
2017 Q1	$29K	Hold	691	–	–	0.02%	385
2016 Q4	$26K	Buy	+691	New	+$23.6K	0.01%	440

Other funds holding LW

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LCOV

London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

TCI Wealth Advisors's LW Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Lamb Weston (LW) in Q2 2023, closing a stake of 249 shares — an estimated $26K sold.

TCI Wealth Advisors first reported a position in LW in Q4 2016 and held it in 26 quarters. The position peaked at $51K in Q4 2018. 781 funds tracked by Wall St. Rank hold LW as of Q2 2023.

TCI Wealth Advisors reported no remaining Lamb Weston position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 249 Lamb Weston shares in Q2 2023, an estimated $26K.
TCI Wealth Advisors first reported a position in Lamb Weston in Q4 2016 and held it in 26 quarters.
TCI Wealth Advisors's Lamb Weston position peaked at $51K in Q4 2018.
781 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.