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Fortis Advisors’s Lam Research LRCX Stock Holding History

Fortis 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
2019
Q3 		– Sell
-17,600
Closed -$331K – 333
2019
Q2 		$331K Hold
17,600
– – 0.16% 63
2019
Q1 		$315K Buy
17,600
+3,390
+24% +$56.6K 0.17% 61
2018
Q4 		$193K Buy
+14,210
New +$204K 0.12% 88

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Advisors's LRCX Position: Q3 2019 in Review

Fortis Advisors sold out of Lam Research (LRCX) in Q3 2019, closing a stake of 17,600 shares — an estimated $331K sold.

Fortis Advisors first reported a position in LRCX in Q4 2018 and held it in 3 quarters. The position peaked at $331K in Q2 2019. 881 funds tracked by Wall St. Rank hold LRCX as of Q3 2019.

  • Fortis Advisors reported no remaining Lam Research position as of Q3 2019 after selling out during the quarter.
  • Fortis Advisors sold 17,600 Lam Research shares in Q3 2019, an estimated $331K.
  • Fortis Advisors first reported a position in Lam Research in Q4 2018 and held it in 3 quarters.
  • Fortis Advisors's Lam Research position peaked at $331K in Q2 2019.
  • 881 funds tracked by Wall St. Rank held Lam Research as of Q3 2019.

Based on Fortis Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.