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High Net Worth Advisory Group’s Lam Research LRCX Stock Holding History

High Net Worth Advisory Group’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
2023
Q1 		– Sell
-340
Closed -$14.3K – 412
2022
Q4 		$14.3K Hold
340
– – 0.01% 469
2022
Q3 		$12K Hold
340
– – 0.01% 511
2022
Q2 		$14K Hold
340
– – 0.01% 497
2022
Q1 		$18K Hold
340
– – 0.01% 468
2021
Q4 		$24K Buy
+340
New +$21.3K 0.01% 437

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

High Net Worth Advisory Group's LRCX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Lam Research (LRCX) in Q1 2023, closing a stake of 340 shares — an estimated $14.3K sold.

High Net Worth Advisory Group first reported a position in LRCX in Q4 2021 and held it in 5 quarters. The position peaked at $24K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold LRCX as of Q1 2023.

  • High Net Worth Advisory Group reported no remaining Lam Research position as of Q1 2023 after selling out during the quarter.
  • High Net Worth Advisory Group sold 340 Lam Research shares in Q1 2023, an estimated $14.3K.
  • High Net Worth Advisory Group first reported a position in Lam Research in Q4 2021 and held it in 5 quarters.
  • High Net Worth Advisory Group's Lam Research position peaked at $24K in Q4 2021.
  • 1,363 funds tracked by Wall St. Rank held Lam Research as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.