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C.M. Bidwell & Associates’s LPL Financial LPLA Stock Holding History

C.M. Bidwell & Associates’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
-513
Closed -$104K – 560
2023
Q1 		$104K Sell
513
-500
-49% -$114K 0.08% 227
2022
Q4 		$219K Buy
+1,013
New +$237K 0.17% 111

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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

C.M. Bidwell & Associates's LPLA Position: Q2 2023 in Review

C.M. Bidwell & Associates sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 513 shares — an estimated $104K sold.

C.M. Bidwell & Associates first reported a position in LPLA in Q4 2022 and held it in 2 quarters. The position peaked at $219K in Q4 2022. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • C.M. Bidwell & Associates reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 513 LPL Financial shares in Q2 2023, an estimated $104K.
  • C.M. Bidwell & Associates first reported a position in LPL Financial in Q4 2022 and held it in 2 quarters.
  • C.M. Bidwell & Associates's LPL Financial position peaked at $219K in Q4 2022.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2023, filed 14 Aug 2023.