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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 – 1365
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return