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WealthSource Partners’s Lam Research LRCX Stock Holding History

WealthSource Partners’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
2023
Q4 		$237K Buy
+3,030
New +$206K 0.02% 452
2023
Q3 		– Sell
-3,210
Closed -$206K – 504
2023
Q2 		$206K Buy
+3,210
New +$181K 0.01% 469
2022
Q2 		– Sell
-4,240
Closed -$228K – 563
2022
Q1 		$228K Sell
4,240
-520
-11% -$30.3K 0.02% 519
2021
Q4 		$343K Sell
4,760
-30
-0.6% -$1.88K 0.03% 397
2021
Q3 		$273K Sell
4,790
-40
-0.8% -$2.43K 0.02% 420
2021
Q2 		$314K Sell
4,830
-2,250
-32% -$142K 0.03% 357
2021
Q1 		$422K Sell
7,080
-40
-0.6% -$2.18K 0.04% 271
2020
Q4 		$336K Sell
7,120
-980
-12% -$41.2K 0.04% 270
2020
Q3 		$269K Sell
8,100
-580
-7% -$20K 0.04% 284
2020
Q2 		$281K Sell
8,680
-1,890
-18% -$51.5K 0.04% 249
2020
Q1 		$254K Sell
10,570
-1,390
-12% -$40K 0.04% 263
2019
Q4 		$350K Sell
11,960
-3,820
-24% -$101K 0.05% 284
2019
Q3 		$365K Buy
15,780
+4,950
+46% +$104K 0.05% 291
2019
Q2 		$203K Buy
+10,830
New +$205K 0.03% 423

Other funds holding LRCX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

WealthSource Partners's LRCX Position: Q4 2023 in Review

WealthSource Partners opened a new position in Lam Research (LRCX) in Q4 2023: 3,030 shares worth $237K. The stake represents 0.02% of the portfolio and ranks #452 among its holdings. This is a return to the name: WealthSource Partners previously reported a position in LRCX as recently as Q2 2023.

WealthSource Partners first reported a position in LRCX in Q2 2019 and has held it in 14 quarters since. The position peaked at $422K in Q1 2021. 1,630 funds tracked by Wall St. Rank hold LRCX as of Q4 2023.

  • WealthSource Partners held 3,030 shares of Lam Research worth $237K as of Q4 2023.
  • Lam Research was a new WealthSource Partners position in Q4 2023.
  • Lam Research made up 0.02% of WealthSource Partners's portfolio in Q4 2023, its #452 holding.
  • WealthSource Partners first reported a position in Lam Research in Q2 2019 and has held it in 14 quarters since.
  • WealthSource Partners's Lam Research position peaked at $422K in Q1 2021.
  • 1,630 funds tracked by Wall St. Rank held Lam Research as of Q4 2023.

Based on WealthSource Partners's 13F filing for Q4 2023, filed 16 Jan 2024.