PRW Wealth Management’s Lam Research LRCX Stock Holding History

PRW Wealth Management’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
2019 Q2	–	Sell	-620	Closed	-$12K	–	401
2019 Q1	$12K	Hold	620	–	–	0.01%	263
2018 Q4	$8K	Buy	+620	New	+$8.89K	0.01%	308

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

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

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

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AIG

American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

PRW Wealth Management's LRCX Position: Q2 2019 in Review

PRW Wealth Management sold out of Lam Research (LRCX) in Q2 2019, closing a stake of 620 shares — an estimated $12K sold.

PRW Wealth Management first reported a position in LRCX in Q4 2018 and held it in 2 quarters. The position peaked at $12K in Q1 2019. 841 funds tracked by Wall St. Rank hold LRCX as of Q2 2019.

PRW Wealth Management reported no remaining Lam Research position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 620 Lam Research shares in Q2 2019, an estimated $12K.
PRW Wealth Management first reported a position in Lam Research in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Lam Research position peaked at $12K in Q1 2019.
841 funds tracked by Wall St. Rank held Lam Research as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.