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Global Wealth Management Investment Advisory’s Lam Research LRCX Stock Holding History

Global Wealth Management Investment Advisory’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
Q4 		– Sell
-150
Closed -$5K – 479
2020
Q3 		$5K Hold
150
– – ﹤0.01% 334
2020
Q2 		$5K Hold
150
– – ﹤0.01% 429
2020
Q1 		$4K Buy
+150
New +$4.32K ﹤0.01% 438

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
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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Global Wealth Management Investment Advisory's LRCX Position: Q4 2020 in Review

Global Wealth Management Investment Advisory sold out of Lam Research (LRCX) in Q4 2020, closing a stake of 150 shares — an estimated $5K sold.

Global Wealth Management Investment Advisory first reported a position in LRCX in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q3 2020. 1,169 funds tracked by Wall St. Rank hold LRCX as of Q4 2020.

  • Global Wealth Management Investment Advisory reported no remaining Lam Research position as of Q4 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 150 Lam Research shares in Q4 2020, an estimated $5K.
  • Global Wealth Management Investment Advisory first reported a position in Lam Research in Q1 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Lam Research position peaked at $5K in Q3 2020.
  • 1,169 funds tracked by Wall St. Rank held Lam Research as of Q4 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.