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BTC Capital Management’s LPL Financial LPLA Stock Holding History

BTC Capital Management’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
Q2 		– Sell
-1,197
Closed -$241K – 246
2023
Q1 		$241K Sell
1,197
-551
-32% -$126K 0.03% 214
2022
Q4 		$378K Sell
1,748
-249
-12% -$58.2K 0.05% 183
2022
Q3 		$436K Sell
1,997
-43
-2% -$9.14K 0.06% 161
2022
Q2 		$375K Sell
2,040
-259
-11% -$49.2K 0.05% 182
2022
Q1 		$420K Sell
2,299
-164
-7% -$28.6K 0.04% 199
2021
Q4 		$394K Buy
+2,463
New +$407K 0.04% 211
2021
Q2 		– Sell
-1,653
Closed -$234K – 226
2021
Q1 		$234K Buy
+1,653
New +$211K 0.03% 216

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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Kayne Anderson Rudnick Investment Management
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LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return