WealthOne’s Lam Research LRCX Stock Holding History

WealthOne’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	–	Sell	-400	Closed	-$5K	–	341
2018 Q4	$5K	Buy	+400	New	+$5.73K	﹤0.01%	464

Other funds holding LRCX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthOne's LRCX Position: Q1 2019 in Review

WealthOne sold out of Lam Research (LRCX) in Q1 2019, closing a stake of 400 shares — an estimated $5K sold.

WealthOne first reported a position in LRCX in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 850 funds tracked by Wall St. Rank hold LRCX as of Q1 2019.

WealthOne reported no remaining Lam Research position as of Q1 2019 after selling out during the quarter.
WealthOne sold 400 Lam Research shares in Q1 2019, an estimated $5K.
WealthOne first reported a position in Lam Research in Q4 2018 and held it in 1 quarter.
WealthOne's Lam Research position peaked at $5K in Q4 2018.
850 funds tracked by Wall St. Rank held Lam Research as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.