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Alterna Wealth Management’s Lam Research LRCX Stock Holding History

Alterna Wealth Management’s Portfolio LRCX Stock Details LRCX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-15,920
Closed -$299K – 121
2019
Q2 		$299K Sell
15,920
-128,920
-89% -$2.45M 0.36% 67
2019
Q1 		$2.59M Sell
144,840
-75,240
-34% -$1.26M 2.19% 10
2018
Q4 		$3M Buy
+220,080
New +$3.15M 0.49% 34

Other funds holding LRCX

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Alterna Wealth Management's LRCX Position: Q3 2019 in Review

Alterna Wealth Management sold out of Lam Research (LRCX) in Q3 2019, closing a stake of 15,920 shares — an estimated $299K sold.

Alterna Wealth Management first reported a position in LRCX in Q4 2018 and held it in 3 quarters. The position peaked at $3M in Q4 2018. 881 funds tracked by Wall St. Rank hold LRCX as of Q3 2019.

  • Alterna Wealth Management reported no remaining Lam Research position as of Q3 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 15,920 Lam Research shares in Q3 2019, an estimated $299K.
  • Alterna Wealth Management first reported a position in Lam Research in Q4 2018 and held it in 3 quarters.
  • Alterna Wealth Management's Lam Research position peaked at $3M in Q4 2018.
  • 881 funds tracked by Wall St. Rank held Lam Research as of Q3 2019.

Based on Alterna Wealth Management's 13F filing for Q3 2019, filed 12 Nov 2019.