Wealthspire Advisors (Maryland)’s Lamb Weston LW Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-1,063	Closed	-$80K	–	1339
2019 Q1	$80K	Sell	1,063 -4	-0.4%	-$283	0.01%	718
2018 Q4	$78K	Buy	1,067 +96	+10%	+$7.35K	0.01%	692
2018 Q3	$65K	Sell	971 -95	-9%	-$6.52K	0.01%	872
2018 Q2	$73K	Buy	1,066 +87	+9%	+$5.69K	0.01%	829
2018 Q1	$57K	Sell	979 -169	-15%	-$9.56K	0.01%	930
2017 Q4	$65K	Buy	1,148 +183	+19%	+$9.64K	0.01%	899
2017 Q3	$45K	Buy	965 +7	+0.7%	+$314	﹤0.01%	1019
2017 Q2	$42K	Buy	958 +613	+178%	+$26.9K	0.01%	1008
2017 Q1	$15K	Buy	345 +58	+20%	+$2.29K	﹤0.01%	1178
2016 Q4	$11K	Buy	+287	New	+$9.78K	﹤0.01%	1196

Other funds holding LW

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LW Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lamb Weston (LW) in Q2 2019, closing a stake of 1,063 shares — an estimated $80K sold.

Wealthspire Advisors (Maryland) first reported a position in LW in Q4 2016 and held it in 10 quarters. The position peaked at $80K in Q1 2019. 599 funds tracked by Wall St. Rank hold LW as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Lamb Weston position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,063 Lamb Weston shares in Q2 2019, an estimated $80K.
Wealthspire Advisors (Maryland) first reported a position in Lamb Weston in Q4 2016 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s Lamb Weston position peaked at $80K in Q1 2019.
599 funds tracked by Wall St. Rank held Lamb Weston as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.