EWA
LRCX icon

Evolution Wealth Advisors’s Lam Research LRCX Stock Holding History

Evolution 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
2022
Q1 		– Sell
-3,390
Closed -$244 – 134
2021
Q4 		$244 Sell
3,390
-1,680
-33% -$105K 0.04% 115
2021
Q3 		$289K Sell
5,070
-810
-14% -$49.3K 0.06% 83
2021
Q2 		$383K Sell
5,880
-940
-14% -$59.3K 0.08% 79
2021
Q1 		$406K Sell
6,820
-60
-0.9% -$3.27K 0.09% 81
2020
Q4 		$325K Buy
6,880
+50
+0.7% +$2.1K 0.07% 85
2020
Q3 		$227K Buy
6,830
+90
+1% +$3.1K 0.06% 92
2020
Q2 		$218K Buy
6,740
+270
+4% +$7.36K 0.07% 77
2020
Q1 		$156K Buy
6,470
+6,240
+2,713% +$180K 0.06% 70
2019
Q4 		$7K Buy
+230
New +$6.11K ﹤0.01% 353
2019
Q3 		– Sell
-270
Closed -$5K – 548
2019
Q2 		$5K Buy
+270
New +$5.12K ﹤0.01% 264
2019
Q1 		– Sell
-3,890
Closed -$53K – 132
2018
Q4 		$53K Buy
+3,890
New +$55.8K 0.02% 93

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Evolution Wealth Advisors's LRCX Position: Q1 2022 in Review

Evolution Wealth Advisors sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 3,390 shares — an estimated $244 sold.

Evolution Wealth Advisors first reported a position in LRCX in Q4 2018 and held it in 11 quarters. The position peaked at $406K in Q1 2021. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Evolution Wealth Advisors reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Evolution Wealth Advisors sold 3,390 Lam Research shares in Q1 2022, an estimated $244.
  • Evolution Wealth Advisors first reported a position in Lam Research in Q4 2018 and held it in 11 quarters.
  • Evolution Wealth Advisors's Lam Research position peaked at $406K in Q1 2021.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Evolution Wealth Advisors's 13F filing for Q1 2022, filed 29 Apr 2022.