Bickling Financial Services’s LPL Financial LPLA Stock Holding History

Bickling Financial Services’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
2022 Q4	$703K	Buy	3,253 +2	+0.1%	+$468	0.44%	49
2022 Q3	$711K	Sell	3,251 -23	-0.7%	-$4.89K	0.48%	47
2022 Q2	$604K	Sell	3,274 -113	-3%	-$21.5K	0.38%	54
2022 Q1	$619K	Buy	3,387 +4	+0.1%	+$697	0.32%	56
2021 Q4	$542K	Buy	3,383 +54	+2%	+$8.91K	0.26%	69
2021 Q3	$522K	Buy	3,329 +5	+0.2%	+$718	0.26%	65
2021 Q2	$449K	Buy	3,324 +67	+2%	+$9.74K	0.2%	71
2021 Q1	$463K	Buy	3,257 +337	+12%	+$43K	0.23%	75
2020 Q4	$304K	Buy	+2,920	New	+$262K	0.19%	76

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bickling Financial Services's LPLA Position: Q4 2022 in Review

Bickling Financial Services increased its LPL Financial (LPLA) stake by 0.06% in Q4 2022, buying an estimated $468 and bringing the position to 3,253 shares worth $703K. The position accounts for 0.44% of the portfolio, ranked #49.

Bickling Financial Services first reported a position in LPLA in Q4 2020 and has held it in 9 quarters since. The position peaked at $711K in Q3 2022. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

Bickling Financial Services held 3,253 shares of LPL Financial worth $703K as of Q4 2022.
Bickling Financial Services bought 2 LPL Financial shares in Q4 2022, an estimated $468.
LPL Financial made up 0.44% of Bickling Financial Services's portfolio in Q4 2022, its #49 holding.
Bickling Financial Services first reported a position in LPL Financial in Q4 2020 and has held it in 9 quarters since.
Bickling Financial Services's LPL Financial position peaked at $711K in Q3 2022.
629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Bickling Financial Services's 13F filing for Q4 2022, filed 31 Jan 2023.