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Resurgent Financial Advisors’s Lam Research LRCX Stock Holding History

Resurgent Financial 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
2024
Q1 		– Sell
-380
Closed -$29.8K – 361
2023
Q4 		$29.8K Sell
380
-40
-10% -$2.73K 0.02% 425
2023
Q3 		$26.3K Sell
420
-30
-7% -$1.97K 0.02% 440
2023
Q2 		$28.9K Buy
+450
New +$25.4K 0.02% 432

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Resurgent Financial Advisors's LRCX Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Lam Research (LRCX) in Q1 2024, closing a stake of 380 shares — an estimated $29.8K sold.

Resurgent Financial Advisors first reported a position in LRCX in Q2 2023 and held it in 3 quarters. The position peaked at $29.8K in Q4 2023. 1,730 funds tracked by Wall St. Rank hold LRCX as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Lam Research position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 380 Lam Research shares in Q1 2024, an estimated $29.8K.
  • Resurgent Financial Advisors first reported a position in Lam Research in Q2 2023 and held it in 3 quarters.
  • Resurgent Financial Advisors's Lam Research position peaked at $29.8K in Q4 2023.
  • 1,730 funds tracked by Wall St. Rank held Lam Research as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.