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CarsonAllaria Wealth Management’s Lam Research LRCX Stock Holding History

CarsonAllaria 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
2024
Q3 		– Sell
-300
Closed -$31.9K – 414
2024
Q2 		$31.9K Buy
+300
New +$28.8K 0.02% 149

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

CarsonAllaria Wealth Management's LRCX Position: Q3 2024 in Review

CarsonAllaria Wealth Management sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 300 shares — an estimated $31.9K sold.

CarsonAllaria Wealth Management first reported a position in LRCX in Q2 2024 and held it in 1 quarter. The position peaked at $31.9K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • CarsonAllaria Wealth Management reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
  • CarsonAllaria Wealth Management sold 300 Lam Research shares in Q3 2024, an estimated $31.9K.
  • CarsonAllaria Wealth Management first reported a position in Lam Research in Q2 2024 and held it in 1 quarter.
  • CarsonAllaria Wealth Management's Lam Research position peaked at $31.9K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on CarsonAllaria Wealth Management's 13F filing for Q3 2024, filed 21 Oct 2024.