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MPS Loria Financial Planners’s Lam Research LRCX Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-150
Closed -$8K – 377
2021
Q1 		$8K Hold
150
– – ﹤0.01% 312
2020
Q4 		$7K Buy
+150
New +$6.31K ﹤0.01% 331

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

MPS Loria Financial Planners's LRCX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Lam Research (LRCX) in Q2 2021, closing a stake of 150 shares — an estimated $8K sold.

MPS Loria Financial Planners first reported a position in LRCX in Q4 2020 and held it in 2 quarters. The position peaked at $8K in Q1 2021. 1,310 funds tracked by Wall St. Rank hold LRCX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Lam Research position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 150 Lam Research shares in Q2 2021, an estimated $8K.
  • MPS Loria Financial Planners first reported a position in Lam Research in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Lam Research position peaked at $8K in Q1 2021.
  • 1,310 funds tracked by Wall St. Rank held Lam Research as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.