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Phoenix Wealth Advisors’s Lam Research LRCX Stock Holding History

Phoenix 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 		– Sell
-10,170
Closed -$731K – 115
2021
Q4 		$731K Sell
10,170
-1,020
-9% -$63.9K 0.55% 47
2021
Q3 		$637K Buy
11,190
+310
+3% +$18.9K 0.48% 57
2021
Q2 		$677K Buy
+10,880
New +$687K 0.49% 60

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Phoenix Wealth Advisors sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 10,170 shares — an estimated $731K sold.

Phoenix Wealth Advisors first reported a position in LRCX in Q2 2021 and held it in 3 quarters. The position peaked at $731K in Q4 2021. 1,388 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • Phoenix Wealth Advisors reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 10,170 Lam Research shares in Q1 2022, an estimated $731K.
  • Phoenix Wealth Advisors first reported a position in Lam Research in Q2 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Lam Research position peaked at $731K in Q4 2021.
  • 1,388 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q1 2022, filed 2 May 2022.