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Harvest Group Wealth Management’s Lam Research LRCX Stock Holding History

Harvest Group Wealth Management’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
-230
Closed -$8K – 761
2020
Q3 		$8K Buy
230
+50
+28% +$1.72K 0.01% 237
2020
Q2 		$5K Buy
+180
New +$4.91K ﹤0.01% 254

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

Harvest Group Wealth Management's LRCX Position: Q4 2020 in Review

Harvest Group Wealth Management sold out of Lam Research (LRCX) in Q4 2020, closing a stake of 230 shares — an estimated $8K sold.

Harvest Group Wealth Management first reported a position in LRCX in Q2 2020 and held it in 2 quarters. The position peaked at $8K in Q3 2020. 1,170 funds tracked by Wall St. Rank hold LRCX as of Q4 2020.

  • Harvest Group Wealth Management reported no remaining Lam Research position as of Q4 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 230 Lam Research shares in Q4 2020, an estimated $8K.
  • Harvest Group Wealth Management first reported a position in Lam Research in Q2 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Lam Research position peaked at $8K in Q3 2020.
  • 1,170 funds tracked by Wall St. Rank held Lam Research as of Q4 2020.

Based on Harvest Group Wealth Management's 13F filing for Q4 2020, filed 1 Feb 2021.