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Redwood Wealth Management Group’s Lam Research LRCX Stock Holding History

Redwood Wealth Management Group’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
2024
Q3 		– Sell
-110
Closed -$11.9K – 691
2024
Q2 		$11.9K Buy
+110
New +$10.6K 0.01% 552

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Redwood Wealth Management Group's LRCX Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Lam Research (LRCX) in Q3 2024, closing a stake of 110 shares — an estimated $11.9K sold.

Redwood Wealth Management Group first reported a position in LRCX in Q2 2024 and held it in 1 quarter. The position peaked at $11.9K in Q2 2024. 1,464 funds tracked by Wall St. Rank hold LRCX as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Lam Research position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 110 Lam Research shares in Q3 2024, an estimated $11.9K.
  • Redwood Wealth Management Group first reported a position in Lam Research in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Lam Research position peaked at $11.9K in Q2 2024.
  • 1,464 funds tracked by Wall St. Rank held Lam Research as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.