Paragon Wealth Strategies’s Lam Research LRCX Stock Holding History

Paragon Wealth Strategies’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	-800	Closed	-$33.6K	–	148
2022 Q4	$33.6K	Sell	800 -1,260	-61%	-$52.7K	0.04%	81
2022 Q3	$75K	Buy	+2,060	New	+$91.7K	0.07%	33
2022 Q1	–	Sell	-3,060	Closed	-$220K	–	55
2021 Q4	$220K	Buy	+3,060	New	+$192K	0.05%	49
2021 Q3	–	Sell	-3,060	Closed	-$199K	–	176
2021 Q2	$199K	Buy	+3,060	New	+$193K	0.05%	44

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 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

Paragon Wealth Strategies's LRCX Position: Q1 2023 in Review

Paragon Wealth Strategies sold out of Lam Research (LRCX) in Q1 2023, closing a stake of 800 shares — an estimated $33.6K sold.

Paragon Wealth Strategies first reported a position in LRCX in Q2 2021 and held it in 4 quarters. The position peaked at $220K in Q4 2021. 1,363 funds tracked by Wall St. Rank hold LRCX as of Q1 2023.

Paragon Wealth Strategies reported no remaining Lam Research position as of Q1 2023 after selling out during the quarter.
Paragon Wealth Strategies sold 800 Lam Research shares in Q1 2023, an estimated $33.6K.
Paragon Wealth Strategies first reported a position in Lam Research in Q2 2021 and held it in 4 quarters.
Paragon Wealth Strategies's Lam Research position peaked at $220K in Q4 2021.
1,363 funds tracked by Wall St. Rank held Lam Research as of Q1 2023.

Based on Paragon Wealth Strategies's 13F filing for Q1 2023, filed 26 Apr 2023.