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Vantage Financial Partners (Wisconsin)’s Lamb Weston LW Stock Holding History

Vantage Financial Partners (Wisconsin)’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
Q3 		– Sell
-1,779
Closed -$204K – 94
2023
Q2 		$204K Buy
+1,779
New +$198K 0.08% 80

Other funds holding LW

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Vantage Financial Partners (Wisconsin)'s LW Position: Q3 2023 in Review

Vantage Financial Partners (Wisconsin) sold out of Lamb Weston (LW) in Q3 2023, closing a stake of 1,779 shares — an estimated $204K sold.

Vantage Financial Partners (Wisconsin) first reported a position in LW in Q2 2023 and held it in 1 quarter. The position peaked at $204K in Q2 2023. 751 funds tracked by Wall St. Rank hold LW as of Q3 2023.

  • Vantage Financial Partners (Wisconsin) reported no remaining Lamb Weston position as of Q3 2023 after selling out during the quarter.
  • Vantage Financial Partners (Wisconsin) sold 1,779 Lamb Weston shares in Q3 2023, an estimated $204K.
  • Vantage Financial Partners (Wisconsin) first reported a position in Lamb Weston in Q2 2023 and held it in 1 quarter.
  • Vantage Financial Partners (Wisconsin)'s Lamb Weston position peaked at $204K in Q2 2023.
  • 751 funds tracked by Wall St. Rank held Lamb Weston as of Q3 2023.

Based on Vantage Financial Partners (Wisconsin)'s 13F filing for Q3 2023, filed 2 Nov 2023.