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Curi Wealth Management’s Lam Research LRCX Stock Holding History

Curi 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
Q3 		– Sell
-20
Closed -$1K – 482
2022
Q2 		$1K Hold
20
– – ﹤0.01% 577
2022
Q1 		$1K Hold
20
– – ﹤0.01% 489
2021
Q4 		$1K Buy
+20
New +$1.25K ﹤0.01% 450
2021
Q1 		– Sell
-20
Closed – – 315
2020
Q4 		$0 Buy
+20
New +$841 ﹤0.01% 465

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Curi Wealth Management's LRCX Position: Q3 2022 in Review

Curi Wealth Management sold out of Lam Research (LRCX) in Q3 2022, closing a stake of 20 shares — an estimated $1K sold.

Curi Wealth Management first reported a position in LRCX in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q2 2022. 1,271 funds tracked by Wall St. Rank hold LRCX as of Q3 2022.

  • Curi Wealth Management reported no remaining Lam Research position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 20 Lam Research shares in Q3 2022, an estimated $1K.
  • Curi Wealth Management first reported a position in Lam Research in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Lam Research position peaked at $1K in Q2 2022.
  • 1,271 funds tracked by Wall St. Rank held Lam Research as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.