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Banque Pictet & Cie’s LPL Financial LPLA Stock Holding History

Banque Pictet & Cie’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,588
Closed -$1.09M – 418
2023
Q3 		$1.09M Sell
4,588
-429
-9% -$99.6K 0.01% 265
2023
Q2 		$1.09M Buy
+5,017
New +$1M 0.01% 321

Other funds holding LPLA

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Banque Pictet & Cie's LPLA Position: Q4 2023 in Review

Banque Pictet & Cie sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 4,588 shares — an estimated $1.09M sold.

Banque Pictet & Cie first reported a position in LPLA in Q2 2023 and held it in 2 quarters. The position peaked at $1.09M in Q2 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Banque Pictet & Cie reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Banque Pictet & Cie sold 4,588 LPL Financial shares in Q4 2023, an estimated $1.09M.
  • Banque Pictet & Cie first reported a position in LPL Financial in Q2 2023 and held it in 2 quarters.
  • Banque Pictet & Cie's LPL Financial position peaked at $1.09M in Q2 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Banque Pictet & Cie's 13F filing for Q4 2023, filed 9 Feb 2024.