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Blackhawk Capital Partners’s LPL Financial LPLA Stock Holding History

Blackhawk Capital Partners’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
-8,375
Closed -$1.99M – 95
2023
Q3 		$1.99M Sell
8,375
-24
-0.3% -$5.57K 1.46% 25
2023
Q2 		$1.83M Buy
8,399
+2,987
+55% +$598K 1.27% 31
2023
Q1 		$1.1M Buy
+5,412
New +$1.24M 0.8% 52

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Blackhawk Capital Partners's LPLA Position: Q4 2023 in Review

Blackhawk Capital Partners sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 8,375 shares — an estimated $1.99M sold.

Blackhawk Capital Partners first reported a position in LPLA in Q1 2023 and held it in 3 quarters. The position peaked at $1.99M in Q3 2023. 619 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Blackhawk Capital Partners reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Blackhawk Capital Partners sold 8,375 LPL Financial shares in Q4 2023, an estimated $1.99M.
  • Blackhawk Capital Partners first reported a position in LPL Financial in Q1 2023 and held it in 3 quarters.
  • Blackhawk Capital Partners's LPL Financial position peaked at $1.99M in Q3 2023.
  • 619 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Blackhawk Capital Partners's 13F filing for Q4 2023, filed 19 Jan 2024.