WAP
LW icon

Wealthcare Advisory Partners’s Lamb Weston LW Stock Holding History

Wealthcare Advisory 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
-7,369
Closed -$785K – 850
2024
Q1 		$785K Buy
7,369
+15
+0.2% +$1.56K 0.03% 441
2023
Q4 		$795K Sell
7,354
-112
-2% -$10.8K 0.03% 377
2023
Q3 		$690K Buy
7,466
+7
+0.1% +$710 0.03% 356
2023
Q2 		$857K Buy
7,459
+2
+0% +$223 0.04% 318
2023
Q1 		$779K Buy
7,457
+1
+0% +$99 0.03% 344
2022
Q4 		$666K Buy
7,456
+117
+2% +$9.95K 0.03% 351
2022
Q3 		$568K Sell
7,339
-107
-1% -$8.37K 0.03% 331
2022
Q2 		$532K Sell
7,446
-346
-4% -$22.9K 0.03% 312
2022
Q1 		$467K Buy
7,792
+49
+0.6% +$3.04K 0.03% 323
2021
Q4 		$491K Buy
7,743
+451
+6% +$26K 0.03% 320
2021
Q3 		$448K Buy
7,292
+1
+0% +$68 0.03% 336
2021
Q2 		$588K Hold
7,291
– – 0.04% 284
2021
Q1 		$565K Buy
7,291
+34
+0.5% +$2.68K 0.04% 267
2020
Q4 		$571K Hold
7,257
– – 0.05% 215
2020
Q3 		$481K Buy
7,257
+1
+0% +$64 0.05% 204
2020
Q2 		$464K Hold
7,256
– – 0.06% 186
2020
Q1 		$414K Buy
7,256
+1
+0% +$82 0.06% 177
2019
Q4 		$624K Hold
7,255
– – 0.08% 147
2019
Q3 		$528K Sell
7,255
-54
-0.7% -$3.7K 0.08% 144
2019
Q2 		$463K Sell
7,309
-899
-11% -$59.3K 0.07% 152
2019
Q1 		$615K Sell
8,208
-22
-0.3% -$1.56K 0.1% 118
2018
Q4 		$605K Buy
8,230
+23
+0.3% +$1.76K 0.12% 107
2018
Q3 		$547K Buy
8,207
+1
+0% +$69 0.1% 109
2018
Q2 		$562K Buy
8,206
+1
+0% +$65 0.11% 109
2018
Q1 		$478K Buy
8,205
+1
+0% +$57 0.11% 110
2017
Q4 		$463K Buy
8,204
+1
+0% +$53 0.12% 100
2017
Q3 		$385K Buy
+8,203
New +$368K 0.11% 99

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 $3.38T AUM 44.17% 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

Wealthcare Advisory Partners's LW Position: Q2 2024 in Review

Wealthcare Advisory Partners sold out of Lamb Weston (LW) in Q2 2024, closing a stake of 7,369 shares — an estimated $785K sold.

Wealthcare Advisory Partners first reported a position in LW in Q3 2017 and held it in 27 quarters. The position peaked at $857K in Q2 2023. 755 funds tracked by Wall St. Rank hold LW as of Q2 2024.

  • Wealthcare Advisory Partners reported no remaining Lamb Weston position as of Q2 2024 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 7,369 Lamb Weston shares in Q2 2024, an estimated $785K.
  • Wealthcare Advisory Partners first reported a position in Lamb Weston in Q3 2017 and held it in 27 quarters.
  • Wealthcare Advisory Partners's Lamb Weston position peaked at $857K in Q2 2023.
  • 755 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2024.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2024, filed 12 Aug 2024.