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Western Pacific Wealth Management’s Lamb Weston LW Stock Holding History

Western Pacific 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
Q4 		– Sell
-1,495
Closed -$96.8K – 245
2024
Q3 		$96.8K Buy
+1,495
New +$98.7K 0.06% 126

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Western Pacific Wealth Management's LW Position: Q4 2024 in Review

Western Pacific Wealth Management sold out of Lamb Weston (LW) in Q4 2024, closing a stake of 1,495 shares — an estimated $96.8K sold.

Western Pacific Wealth Management first reported a position in LW in Q3 2024 and held it in 1 quarter. The position peaked at $96.8K in Q3 2024. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Western Pacific Wealth Management reported no remaining Lamb Weston position as of Q4 2024 after selling out during the quarter.
  • Western Pacific Wealth Management sold 1,495 Lamb Weston shares in Q4 2024, an estimated $96.8K.
  • Western Pacific Wealth Management first reported a position in Lamb Weston in Q3 2024 and held it in 1 quarter.
  • Western Pacific Wealth Management's Lamb Weston position peaked at $96.8K in Q3 2024.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Western Pacific Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.