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TFO Wealth Partners’s Lamb Weston LW Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-4
Closed -$426 – 470
2024
Q1 		$426 Hold
4
– – ﹤0.01% 296
2023
Q4 		$432 Sell
4
-1
-20% -$96 ﹤0.01% 373
2023
Q3 		$575 Buy
5
+1
+25% +$101 ﹤0.01% 421
2023
Q2 		$460 Hold
4
– – ﹤0.01% 299
2023
Q1 		$418 Buy
4
+3
+300% +$297 ﹤0.01% 288
2022
Q4 		$420 Buy
+1
New +$85 ﹤0.01% 506

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TGA
TPG GP A Fort Worth, Texas $5B AUM 58.56% 1-Year Est. Return

TFO Wealth Partners's LW Position: Q2 2024 in Review

TFO Wealth Partners sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 4 shares — an estimated $426 sold.

TFO Wealth Partners first reported a position in LW in Q4 2022 and held it in 6 quarters. The position peaked at $575 in Q3 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • TFO Wealth Partners reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 4 Lamb Weston shares in Q2 2024, an estimated $426.
  • TFO Wealth Partners first reported a position in Lamb Weston in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Lamb Weston position peaked at $575 in Q3 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.