Lenox Wealth Advisors’s Lam Research LRCX Stock Holding History

Lenox Wealth Advisors’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 Q1	$34K	Sell	700 -70	-9%	-$4.08K	﹤0.01%	290
2021 Q4	$55K	Buy	770 +70	+10%	+$4.39K	0.01%	249
2021 Q3	$40K	Hold	700	–	–	0.01%	264
2021 Q2	$46K	Hold	700	–	–	0.01%	243
2021 Q1	$42K	Hold	700	–	–	0.01%	212
2020 Q4	$33K	Hold	700	–	–	﹤0.01%	245
2020 Q3	$23K	Hold	700	–	–	﹤0.01%	263
2020 Q2	$23K	Hold	700	–	–	﹤0.01%	267
2020 Q1	$17K	Hold	700	–	–	﹤0.01%	290
2019 Q4	$20K	Hold	700	–	–	﹤0.01%	337
2019 Q3	$16K	Hold	700	–	–	﹤0.01%	316
2019 Q2	$13K	Buy	+700	New	+$13.3K	﹤0.01%	254
2015 Q4	–	Sell	-2,250	Closed	-$15K	–	543
2015 Q3	$15K	Buy	+2,250	New	+$16.5K	0.01%	160
2014 Q4	–	Sell	-880	Closed	-$7K	–	335
2014 Q3	$7K	Hold	880	–	–	﹤0.01%	204
2014 Q2	$6K	Hold	880	–	–	﹤0.01%	159
2014 Q1	$5K	Hold	880	–	–	﹤0.01%	167
2013 Q4	$5K	Hold	880	–	–	﹤0.01%	235
2013 Q3	$5K	Hold	880	–	–	﹤0.01%	165
2013 Q2	$4K	Buy	+880	New	+$3.98K	﹤0.01%	207

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Lenox Wealth Advisors's LRCX Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Lam Research (LRCX) stake by 9.1% in Q1 2022, selling an estimated $4.08K and leaving 700 shares worth $34K. The position accounts for ﹤0.01% of the portfolio, ranked #290.

Lenox Wealth Advisors first reported a position in LRCX in Q2 2013 and has held it in 19 quarters since. The position peaked at $55K in Q4 2021. 1,389 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

Lenox Wealth Advisors held 700 shares of Lam Research worth $34K as of Q1 2022.
Lenox Wealth Advisors sold 70 Lam Research shares in Q1 2022, an estimated $4.08K.
Lam Research made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #290 holding.
Lenox Wealth Advisors first reported a position in Lam Research in Q2 2013 and has held it in 19 quarters since.
Lenox Wealth Advisors's Lam Research position peaked at $55K in Q4 2021.
1,389 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.