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Tyler-Stone Wealth Management’s Lamb Weston LW Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-181
Closed -$15.2K – 679
2024
Q2 		$15.2K Buy
+181
New +$15.4K 0.01% 579

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return

Tyler-Stone Wealth Management's LW Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Lamb Weston (LW) in Q3 2024, closing a stake of 181 shares — an estimated $15.2K sold.

Tyler-Stone Wealth Management first reported a position in LW in Q2 2024 and held it in 1 quarter. The position peaked at $15.2K in Q2 2024. 686 funds tracked by Wall St. Rank hold LW as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining Lamb Weston position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 181 Lamb Weston shares in Q3 2024, an estimated $15.2K.
  • Tyler-Stone Wealth Management first reported a position in Lamb Weston in Q2 2024 and held it in 1 quarter.
  • Tyler-Stone Wealth Management's Lamb Weston position peaked at $15.2K in Q2 2024.
  • 686 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.