Bollard Group’s LPL Financial LPLA Stock Holding History

Bollard Group’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 Q3	–	Sell	-5	Closed	-$1K	–	555
2023 Q2	$1K	Buy	+5	New	+$1K	﹤0.01%	615

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

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

Bollard Group's LPLA Position: Q3 2023 in Review

Bollard Group sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 5 shares — an estimated $1K sold.

Bollard Group first reported a position in LPLA in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

Bollard Group reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
Bollard Group sold 5 LPL Financial shares in Q3 2023, an estimated $1K.
Bollard Group first reported a position in LPL Financial in Q2 2023 and held it in 1 quarter.
Bollard Group's LPL Financial position peaked at $1K in Q2 2023.
597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Bollard Group's 13F filing for Q3 2023, filed 14 Nov 2023.