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Sound View Wealth Advisors’s Lam Research LRCX Stock Holding History

Sound View 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
2019
Q1 		$306K Sell
17,090
-720
-4% -$12K 0.1% 183
2018
Q4 		$243K Buy
+17,810
New +$255K 0.09% 199

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound View Wealth Advisors's LRCX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Lam Research (LRCX) stake by 4% in Q1 2019, selling an estimated $12K and leaving 17,090 shares worth $306K. The position accounts for 0.1% of the portfolio, ranked #183.

Sound View Wealth Advisors first reported a position in LRCX in Q4 2018 and has held it in 2 quarters since. 849 funds tracked by Wall St. Rank hold LRCX as of Q1 2019.

  • Sound View Wealth Advisors held 17,090 shares of Lam Research worth $306K as of Q1 2019.
  • Sound View Wealth Advisors sold 720 Lam Research shares in Q1 2019, an estimated $12K.
  • Lam Research made up 0.1% of Sound View Wealth Advisors's portfolio in Q1 2019, its #183 holding.
  • Sound View Wealth Advisors first reported a position in Lam Research in Q4 2018 and has held it in 2 quarters since.
  • 849 funds tracked by Wall St. Rank held Lam Research as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.