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Personal Wealth Partners’s Lam Research LRCX Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-130
Closed -$8K – 258
2021
Q2 		$8K Buy
+130
New +$8.21K ﹤0.01% 290

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Personal Wealth Partners's LRCX Position: Q3 2021 in Review

Personal Wealth Partners sold out of Lam Research (LRCX) in Q3 2021, closing a stake of 130 shares — an estimated $8K sold.

Personal Wealth Partners first reported a position in LRCX in Q2 2021 and held it in 1 quarter. The position peaked at $8K in Q2 2021. 1,297 funds tracked by Wall St. Rank hold LRCX as of Q3 2021.

  • Personal Wealth Partners reported no remaining Lam Research position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 130 Lam Research shares in Q3 2021, an estimated $8K.
  • Personal Wealth Partners first reported a position in Lam Research in Q2 2021 and held it in 1 quarter.
  • Personal Wealth Partners's Lam Research position peaked at $8K in Q2 2021.
  • 1,297 funds tracked by Wall St. Rank held Lam Research as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.