Highland Private Wealth Management’s Lam Research LRCX Stock Holding History

Highland Private 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
2022 Q2	–	Sell	-3,900	Closed	-$210K	–	196
2022 Q1	$210K	Sell	3,900 -480	-11%	-$27.9K	0.03%	178
2021 Q4	$315K	Buy	4,380 +310	+8%	+$19.4K	0.04%	136
2021 Q3	$232K	Buy	4,070 +520	+15%	+$31.6K	0.03%	162
2021 Q2	$231K	Buy	3,550 +150	+4%	+$9.47K	0.03%	157
2021 Q1	$202K	Buy	+3,400	New	+$185K	0.03%	152

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Highland Private Wealth Management's LRCX Position: Q2 2022 in Review

Highland Private Wealth Management sold out of Lam Research (LRCX) in Q2 2022, closing a stake of 3,900 shares — an estimated $210K sold.

Highland Private Wealth Management first reported a position in LRCX in Q1 2021 and held it in 5 quarters. The position peaked at $315K in Q4 2021. 1,307 funds tracked by Wall St. Rank hold LRCX as of Q2 2022.

Highland Private Wealth Management reported no remaining Lam Research position as of Q2 2022 after selling out during the quarter.
Highland Private Wealth Management sold 3,900 Lam Research shares in Q2 2022, an estimated $210K.
Highland Private Wealth Management first reported a position in Lam Research in Q1 2021 and held it in 5 quarters.
Highland Private Wealth Management's Lam Research position peaked at $315K in Q4 2021.
1,307 funds tracked by Wall St. Rank held Lam Research as of Q2 2022.

Based on Highland Private Wealth Management's 13F filing for Q2 2022, filed 14 Jul 2022.