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Wealthspire Advisors (Maryland)’s Lam Research LRCX Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$409K Buy
12,320
+1,210
+11% +$41.7K 0.01% 306
2020
Q2 		$359K Sell
11,110
-550
-5% -$15K 0.03% 311
2020
Q1 		$280K Sell
11,660
-330
-3% -$9.5K 0.02% 315
2019
Q4 		$351K Buy
11,990
+1,220
+11% +$32.4K 0.02% 343
2019
Q3 		$249K Sell
10,770
-340
-3% -$7.14K 0.02% 387
2019
Q2 		$209K Sell
11,110
-690
-6% -$13.1K 0.02% 429
2019
Q1 		$211K Sell
11,800
-130
-1% -$2.17K 0.02% 422
2018
Q4 		$162K Sell
11,930
-530
-4% -$7.6K 0.01% 451
2018
Q3 		$189K Sell
12,460
-1,500
-11% -$25.6K 0.02% 476
2018
Q2 		$241K Sell
13,960
-1,970
-12% -$37.9K 0.02% 411
2018
Q1 		$324K Sell
15,930
-2,750
-15% -$54.5K 0.03% 341
2017
Q4 		$344K Buy
18,680
+2,310
+14% +$45.4K 0.03% 339
2017
Q3 		$303K Buy
16,370
+2,130
+15% +$34.6K 0.03% 357
2017
Q2 		$201K Buy
14,240
+9,150
+180% +$134K 0.02% 450
2017
Q1 		$65K Buy
5,090
+320
+7% +$3.76K 0.01% 730
2016
Q4 		$50K Buy
4,770
+1,160
+32% +$11.8K 0.01% 766
2016
Q3 		$34K Sell
3,610
-150
-4% -$1.36K 0.01% 889
2016
Q2 		$32K Hold
3,760
– – 0.01% 844
2016
Q1 		$31K Sell
3,760
-2,020
-35% -$14.7K 0.01% 827
2015
Q4 		$46K Buy
+5,780
New +$43.5K 0.01% 738

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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LRCX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Lam Research (LRCX) stake by 11% in Q3 2020, buying an estimated $41.7K and bringing the position to 12,320 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #306.

Wealthspire Advisors (Maryland) first reported a position in LRCX in Q4 2015 and has held it in 20 quarters since. 1,040 funds tracked by Wall St. Rank hold LRCX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 12,320 shares of Lam Research worth $409K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,210 Lam Research shares in Q3 2020, an estimated $41.7K.
  • Lam Research made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #306 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Lam Research in Q4 2015 and has held it in 20 quarters since.
  • 1,040 funds tracked by Wall St. Rank held Lam Research as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.