Avitas Wealth Management’s Lam Research LRCX Stock Holding History

Avitas 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
2022 Q4	–	Sell	-21,940	Closed	-$803K	–	197
2022 Q3	$803K	Buy	21,940 +130	+0.6%	+$5.79K	0.18%	120
2022 Q2	$929K	Sell	21,810 -550	-2%	-$26.2K	0.2%	123
2022 Q1	$1.2M	Sell	22,360 -11,040	-33%	-$643K	0.22%	114
2021 Q4	$2.4M	Buy	33,400 +1,000	+3%	+$62.7K	0.4%	89
2021 Q3	$1.84M	Sell	32,400 -290	-0.9%	-$17.6K	0.34%	107
2021 Q2	$2.13M	Buy	32,690 +1,080	+3%	+$68.2K	0.38%	103
2021 Q1	$1.88M	Buy	31,610 +12,500	+65%	+$681K	0.37%	102
2020 Q4	$903K	Buy	+19,110	New	+$804K	0.18%	149

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

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Avitas Wealth Management's LRCX Position: Q4 2022 in Review

Avitas Wealth Management sold out of Lam Research (LRCX) in Q4 2022, closing a stake of 21,940 shares — an estimated $803K sold.

Avitas Wealth Management first reported a position in LRCX in Q4 2020 and held it in 8 quarters. The position peaked at $2.4M in Q4 2021. 1,346 funds tracked by Wall St. Rank hold LRCX as of Q4 2022.

Avitas Wealth Management reported no remaining Lam Research position as of Q4 2022 after selling out during the quarter.
Avitas Wealth Management sold 21,940 Lam Research shares in Q4 2022, an estimated $803K.
Avitas Wealth Management first reported a position in Lam Research in Q4 2020 and held it in 8 quarters.
Avitas Wealth Management's Lam Research position peaked at $2.4M in Q4 2021.
1,346 funds tracked by Wall St. Rank held Lam Research as of Q4 2022.

Based on Avitas Wealth Management's 13F filing for Q4 2022, filed 10 Jan 2023.