Wealthcare Capital Management’s Lam Research LRCX Stock Holding History

Wealthcare Capital Management’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 Q2	–	Sell	-620	Closed	-$37K	–	404
2021 Q1	$37K	Buy	+620	New	+$33.8K	﹤0.01%	166
2020 Q2	–	Sell	-110	Closed	-$3K	–	156
2020 Q1	$3K	Sell	110 -30	-21%	-$864	﹤0.01%	211
2019 Q4	$4K	Buy	+140	New	+$3.72K	﹤0.01%	307
2015 Q2	–	Sell	-730	Closed	–	–	666
2015 Q1	$0	Buy	+730	New	+$5.77K	﹤0.01%	970

Other funds holding LRCX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Wealthcare Capital Management's LRCX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Lam Research (LRCX) in Q2 2021, closing a stake of 620 shares — an estimated $37K sold.

Wealthcare Capital Management first reported a position in LRCX in Q1 2015 and held it in 4 quarters. The position peaked at $37K in Q1 2021. 1,310 funds tracked by Wall St. Rank hold LRCX as of Q2 2021.

Wealthcare Capital Management reported no remaining Lam Research position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 620 Lam Research shares in Q2 2021, an estimated $37K.
Wealthcare Capital Management first reported a position in Lam Research in Q1 2015 and held it in 4 quarters.
Wealthcare Capital Management's Lam Research position peaked at $37K in Q1 2021.
1,310 funds tracked by Wall St. Rank held Lam Research as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.