Ropes Wealth Advisors’s Lam Research LRCX Stock Holding History

Ropes 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
2021 Q1	–	Sell	-60	Closed	-$3K	–	550
2020 Q4	$3K	Buy	+60	New	+$2.52K	﹤0.01%	611
2020 Q3	–	Sell	-100	Closed	-$3K	–	643
2020 Q2	$3K	Buy	+100	New	+$2.73K	﹤0.01%	512
2019 Q3	–	Sell	-1,600	Closed	-$30K	–	574
2019 Q2	$30K	Sell	1,600 -1,600	-50%	-$30.4K	0.01%	390
2019 Q1	$57K	Hold	3,200	–	–	0.02%	314
2018 Q4	$44K	Hold	3,200	–	–	0.01%	317
2018 Q3	$49K	Hold	3,200	–	–	0.01%	339
2018 Q2	$55K	Hold	3,200	–	–	0.01%	344
2018 Q1	$65K	Hold	3,200	–	–	0.02%	309
2017 Q4	$59K	Hold	3,200	–	–	0.02%	329
2017 Q3	$59K	Sell	3,200 -2,000	-38%	-$32.5K	0.02%	313
2017 Q2	$74K	Hold	5,200	–	–	0.02%	290
2017 Q1	$67K	Hold	5,200	–	–	0.02%	298
2016 Q4	$55K	Buy	+5,200	New	+$52.8K	0.02%	304

Other funds holding LRCX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ropes Wealth Advisors's LRCX Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Lam Research (LRCX) in Q1 2021, closing a stake of 60 shares — an estimated $3K sold.

Ropes Wealth Advisors first reported a position in LRCX in Q4 2016 and held it in 13 quarters. The position peaked at $74K in Q2 2017. 1,259 funds tracked by Wall St. Rank hold LRCX as of Q1 2021.

Ropes Wealth Advisors reported no remaining Lam Research position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 60 Lam Research shares in Q1 2021, an estimated $3K.
Ropes Wealth Advisors first reported a position in Lam Research in Q4 2016 and held it in 13 quarters.
Ropes Wealth Advisors's Lam Research position peaked at $74K in Q2 2017.
1,259 funds tracked by Wall St. Rank held Lam Research as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.