TRUE Private Wealth Advisors’s Lamb Weston LW Stock Holding History

TRUE Private 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	-367	Closed	-$28K	–	504
2020 Q4	$28K	Hold	367	–	–	﹤0.01%	414
2020 Q3	$24K	Hold	367	–	–	﹤0.01%	404
2020 Q2	$23K	Hold	367	–	–	﹤0.01%	402
2020 Q1	$20K	Buy	367 +86	+31%	+$7.07K	﹤0.01%	383
2019 Q4	$24K	Buy	+281	New	+$22.6K	﹤0.01%	464
2019 Q3	–	Sell	-453	Closed	-$28K	–	517
2019 Q2	$28K	Buy	+453	New	+$29.9K	﹤0.01%	410
2018 Q4	–	Sell	-378	Closed	-$25.2K	–	639
2018 Q3	$25.2K	Buy	+378	New	+$25.9K	﹤0.01%	564

Other funds holding LW

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LCOV

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

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

TRUE Private Wealth Advisors's LW Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Lamb Weston (LW) in Q1 2021, closing a stake of 367 shares — an estimated $28K sold.

TRUE Private Wealth Advisors first reported a position in LW in Q3 2018 and held it in 7 quarters. The position peaked at $28K in Q4 2020. 619 funds tracked by Wall St. Rank hold LW as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Lamb Weston position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 367 Lamb Weston shares in Q1 2021, an estimated $28K.
TRUE Private Wealth Advisors first reported a position in Lamb Weston in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Lamb Weston position peaked at $28K in Q4 2020.
619 funds tracked by Wall St. Rank held Lamb Weston as of Q1 2021.

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