Atlas Private Wealth Advisors’s Lam Research LRCX Stock Holding History

Atlas Private Wealth Advisors’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
2021 Q4	–	Sell	-390	Closed	-$22K	–	468
2021 Q3	$22K	Hold	390	–	–	0.01%	341
2021 Q2	$25K	Hold	390	–	–	0.01%	330
2021 Q1	$23K	Hold	390	–	–	0.01%	348
2020 Q4	$18K	Hold	390	–	–	0.01%	348
2020 Q3	$13K	Hold	390	–	–	0.01%	361
2020 Q2	$13K	Buy	+390	New	+$10.6K	0.01%	368

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Atlas Private Wealth Advisors's LRCX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Lam Research (LRCX) in Q4 2021, closing a stake of 390 shares — an estimated $22K sold.

Atlas Private Wealth Advisors first reported a position in LRCX in Q2 2020 and held it in 6 quarters. The position peaked at $25K in Q2 2021. 1,460 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Lam Research position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 390 Lam Research shares in Q4 2021, an estimated $22K.
Atlas Private Wealth Advisors first reported a position in Lam Research in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Lam Research position peaked at $25K in Q2 2021.
1,460 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.