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Summit Wealth & Retirement Planning’s Lam Research LRCX Stock Holding History

Summit Wealth & Retirement Planning’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
Q2 		– Sell
-22,760
Closed -$407K – 138
2019
Q1 		$407K Sell
22,760
-100
-0.4% -$1.67K 0.24% 89
2018
Q4 		$311K Buy
+22,860
New +$328K 0.24% 85

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Summit Wealth & Retirement Planning's LRCX Position: Q2 2019 in Review

Summit Wealth & Retirement Planning sold out of Lam Research (LRCX) in Q2 2019, closing a stake of 22,760 shares — an estimated $407K sold.

Summit Wealth & Retirement Planning first reported a position in LRCX in Q4 2018 and held it in 2 quarters. The position peaked at $407K in Q1 2019. 841 funds tracked by Wall St. Rank hold LRCX as of Q2 2019.

  • Summit Wealth & Retirement Planning reported no remaining Lam Research position as of Q2 2019 after selling out during the quarter.
  • Summit Wealth & Retirement Planning sold 22,760 Lam Research shares in Q2 2019, an estimated $407K.
  • Summit Wealth & Retirement Planning first reported a position in Lam Research in Q4 2018 and held it in 2 quarters.
  • Summit Wealth & Retirement Planning's Lam Research position peaked at $407K in Q1 2019.
  • 841 funds tracked by Wall St. Rank held Lam Research as of Q2 2019.

Based on Summit Wealth & Retirement Planning's 13F filing for Q2 2019, filed 6 Aug 2019.