Kore Private Wealth’s Lam Research LRCX Stock Holding History

Kore Private Wealth’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
2021 Q4	–	Sell	-3,600	Closed	-$205K	–	404
2021 Q3	$205K	Buy	3,600 +420	+13%	+$25.5K	0.02%	424
2021 Q2	$207K	Buy	+3,180	New	+$201K	0.02%	388
2020 Q3	–	Sell	-1,140	Closed	-$36K	–	735
2020 Q2	$36K	Sell	1,140 -260	-19%	-$7.09K	0.01%	527
2020 Q1	$34K	Sell	1,400 -390	-22%	-$11.2K	0.01%	492
2019 Q4	$52K	Buy	+1,790	New	+$47.5K	0.01%	474
2019 Q2	–	Sell	-1,970	Closed	-$35K	–	551
2019 Q1	$35K	Buy	1,970 +490	+33%	+$8.18K	0.01%	439
2018 Q4	$20K	Buy	+1,480	New	+$21.2K	0.01%	494

Other funds holding LRCX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Kore Private Wealth's LRCX Position: Q4 2021 in Review

Kore Private Wealth sold out of Lam Research (LRCX) in Q4 2021, closing a stake of 3,600 shares — an estimated $205K sold.

Kore Private Wealth first reported a position in LRCX in Q4 2018 and held it in 7 quarters. The position peaked at $207K in Q2 2021. 1,460 funds tracked by Wall St. Rank hold LRCX as of Q4 2021.

Kore Private Wealth reported no remaining Lam Research position as of Q4 2021 after selling out during the quarter.
Kore Private Wealth sold 3,600 Lam Research shares in Q4 2021, an estimated $205K.
Kore Private Wealth first reported a position in Lam Research in Q4 2018 and held it in 7 quarters.
Kore Private Wealth's Lam Research position peaked at $207K in Q2 2021.
1,460 funds tracked by Wall St. Rank held Lam Research as of Q4 2021.

Based on Kore Private Wealth's 13F filing for Q4 2021, filed 11 Feb 2022.