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Wealthstreet Investment Advisors’s Lam Research LRCX Stock Holding History

Wealthstreet Investment Advisors’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
-3,380
Closed -$202K – 230
2021
Q1 		$202K Buy
+3,380
New +$184K 0.02% 349
2020
Q4 		– Sell
-7,880
Closed -$262K – 352
2020
Q3 		$262K Hold
7,880
– – 0.03% 292
2020
Q2 		$255K Buy
+7,880
New +$215K 0.03% 292
2018
Q3 		– Sell
-11,880
Closed -$206K – 345
2018
Q2 		$206K Hold
11,880
– – 0.03% 330
2018
Q1 		$241K Buy
+11,880
New +$235K 0.03% 308

Other funds holding LRCX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealthstreet Investment Advisors's LRCX Position: Q2 2021 in Review

Wealthstreet Investment Advisors sold out of Lam Research (LRCX) in Q2 2021, closing a stake of 3,380 shares — an estimated $202K sold.

Wealthstreet Investment Advisors first reported a position in LRCX in Q1 2018 and held it in 5 quarters. The position peaked at $262K in Q3 2020. 1,311 funds tracked by Wall St. Rank hold LRCX as of Q2 2021.

  • Wealthstreet Investment Advisors reported no remaining Lam Research position as of Q2 2021 after selling out during the quarter.
  • Wealthstreet Investment Advisors sold 3,380 Lam Research shares in Q2 2021, an estimated $202K.
  • Wealthstreet Investment Advisors first reported a position in Lam Research in Q1 2018 and held it in 5 quarters.
  • Wealthstreet Investment Advisors's Lam Research position peaked at $262K in Q3 2020.
  • 1,311 funds tracked by Wall St. Rank held Lam Research as of Q2 2021.

Based on Wealthstreet Investment Advisors's 13F filing for Q2 2021, filed 2 Aug 2021.