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Forum Financial Management’s Lattice Semiconductor LSCC Stock Holding History

Forum Financial Management’s Portfolio LSCC Stock Details LSCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,117
Closed -$203K – 660
2023
Q2 		$203K Hold
2,117
– – ﹤0.01% 610
2023
Q1 		$202K Buy
+2,117
New +$174K 0.01% 569

Other funds holding LSCC

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Forum Financial Management's LSCC Position: Q3 2023 in Review

Forum Financial Management sold out of Lattice Semiconductor (LSCC) in Q3 2023, closing a stake of 2,117 shares — an estimated $203K sold.

Forum Financial Management first reported a position in LSCC in Q1 2023 and held it in 2 quarters. The position peaked at $203K in Q2 2023. 461 funds tracked by Wall St. Rank hold LSCC as of Q3 2023.

  • Forum Financial Management reported no remaining Lattice Semiconductor position as of Q3 2023 after selling out during the quarter.
  • Forum Financial Management sold 2,117 Lattice Semiconductor shares in Q3 2023, an estimated $203K.
  • Forum Financial Management first reported a position in Lattice Semiconductor in Q1 2023 and held it in 2 quarters.
  • Forum Financial Management's Lattice Semiconductor position peaked at $203K in Q2 2023.
  • 461 funds tracked by Wall St. Rank held Lattice Semiconductor as of Q3 2023.

Based on Forum Financial Management's 13F filing for Q3 2023, filed 6 Nov 2023.