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Wealthfront’s Lam Research LRCX Stock Holding History

Wealthfront’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
2018
Q3 		$461K Sell
30,400
-7,210
-19% -$123K ﹤0.01% 391
2018
Q2 		$650K Sell
37,610
-26,540
-41% -$511K 0.01% 328
2018
Q1 		$1.3M Buy
64,150
+3,200
+5% +$63.4K 0.01% 200
2017
Q4 		$1.12M Buy
60,950
+5,080
+9% +$99.8K 0.01% 210
2017
Q3 		$1.03M Buy
55,870
+7,290
+15% +$118K 0.01% 193
2017
Q2 		$687K Buy
48,580
+3,450
+8% +$50.6K 0.01% 209
2017
Q1 		$579K Buy
45,130
+2,400
+6% +$28.2K 0.01% 200
2016
Q4 		$452K Buy
42,730
+4,810
+13% +$48.9K 0.01% 215
2016
Q3 		$359K Buy
37,920
+2,130
+6% +$19.4K 0.01% 246
2016
Q2 		$301K Buy
35,790
+7,830
+28% +$62.9K 0.01% 254
2016
Q1 		$231K Buy
+27,960
New +$203K 0.01% 292
2015
Q4 		– Sell
-19,530
Closed -$128K – 720
2015
Q3 		$128K Sell
19,530
-5,790
-23% -$42.4K 0.01% 361
2015
Q2 		$206K Buy
25,320
+5,190
+26% +$40.8K 0.01% 260
2015
Q1 		$141K Sell
20,130
-7,250
-26% -$57.3K 0.01% 318
2014
Q4 		$217K Buy
27,380
+7,790
+40% +$60.4K 0.01% 194
2014
Q3 		$146K Buy
19,590
+5,790
+42% +$41.3K 0.01% 212
2014
Q2 		$95K Buy
13,800
+10,230
+287% +$61.1K 0.01% 234
2014
Q1 		$20K Buy
+3,570
New +$19K ﹤0.01% 435

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Wealthfront's LRCX Position: Q3 2018 in Review

Wealthfront reduced its Lam Research (LRCX) stake by 19% in Q3 2018, selling an estimated $123K and leaving 30,400 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Wealthfront first reported a position in LRCX in Q1 2014 and has held it in 18 quarters since. The position peaked at $1.3M in Q1 2018. 816 funds tracked by Wall St. Rank hold LRCX as of Q3 2018.

  • Wealthfront held 30,400 shares of Lam Research worth $461K as of Q3 2018.
  • Wealthfront sold 7,210 Lam Research shares in Q3 2018, an estimated $123K.
  • Lam Research made up ﹤0.01% of Wealthfront's portfolio in Q3 2018, its #391 holding.
  • Wealthfront first reported a position in Lam Research in Q1 2014 and has held it in 18 quarters since.
  • Wealthfront's Lam Research position peaked at $1.3M in Q1 2018.
  • 816 funds tracked by Wall St. Rank held Lam Research as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.