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Engrave Wealth Partners’s Lam Research LRCX Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-600
Closed -$19K – 267
2020
Q2 		$19K Hold
600
– – 0.02% 187
2020
Q1 		$14K Hold
600
– – 0.02% 180
2019
Q4 		$17K Buy
+600
New +$15.9K 0.02% 243

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
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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's LRCX Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Lam Research (LRCX) in Q3 2020, closing a stake of 600 shares — an estimated $19K sold.

Engrave Wealth Partners first reported a position in LRCX in Q4 2019 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 1,040 funds tracked by Wall St. Rank hold LRCX as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Lam Research position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 600 Lam Research shares in Q3 2020, an estimated $19K.
  • Engrave Wealth Partners first reported a position in Lam Research in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Lam Research position peaked at $19K in Q2 2020.
  • 1,040 funds tracked by Wall St. Rank held Lam Research as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.