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ShoreHaven Wealth Partners’s Lam Research LRCX Stock Holding History

ShoreHaven Wealth Partners’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
-3,510
Closed -$252K – 68
2021
Q4 		$252K Sell
3,510
-100
-3% -$6.27K 0.12% 39
2021
Q3 		$205K Hold
3,610
– – 0.11% 45
2021
Q2 		$234K Buy
3,610
+140
+4% +$8.84K 0.13% 49
2021
Q1 		$207K Buy
3,470
+850
+32% +$46.3K 0.11% 52
2020
Q4 		$124K Buy
+2,620
New +$110K 0.07% 69

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

ShoreHaven Wealth Partners's LRCX Position: Q1 2022 in Review

ShoreHaven Wealth Partners sold out of Lam Research (LRCX) in Q1 2022, closing a stake of 3,510 shares — an estimated $252K sold.

ShoreHaven Wealth Partners first reported a position in LRCX in Q4 2020 and held it in 5 quarters. The position peaked at $252K in Q4 2021. 1,387 funds tracked by Wall St. Rank hold LRCX as of Q1 2022.

  • ShoreHaven Wealth Partners reported no remaining Lam Research position as of Q1 2022 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 3,510 Lam Research shares in Q1 2022, an estimated $252K.
  • ShoreHaven Wealth Partners first reported a position in Lam Research in Q4 2020 and held it in 5 quarters.
  • ShoreHaven Wealth Partners's Lam Research position peaked at $252K in Q4 2021.
  • 1,387 funds tracked by Wall St. Rank held Lam Research as of Q1 2022.

Based on ShoreHaven Wealth Partners's 13F filing for Q1 2022, filed 13 May 2022.