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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

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BTC Capital Management's LPLA Position: Q2 2023 in Review

BTC Capital Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 1,197 shares — an estimated $241K sold.

BTC Capital Management first reported a position in LPLA in Q1 2021 and held it in 7 quarters. The position peaked at $436K in Q3 2022. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • BTC Capital Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • BTC Capital Management sold 1,197 LPL Financial shares in Q2 2023, an estimated $241K.
  • BTC Capital Management first reported a position in LPL Financial in Q1 2021 and held it in 7 quarters.
  • BTC Capital Management's LPL Financial position peaked at $436K in Q3 2022.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on BTC Capital Management's 13F filing for Q2 2023, filed 11 Jul 2023.