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Castleview Partners’s LPL Financial LPLA Stock Holding History

Castleview 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
Q1 		– Sell
-33
Closed -$7.13K – 695
2022
Q4 		$7.13K Buy
+33
New +$7.71K 0.01% 410
2021
Q2 		$8K Buy
+62
New +$9.02K ﹤0.01% 741

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Castleview Partners's LPLA Position: Q1 2023 in Review

Castleview Partners sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 33 shares — an estimated $7.13K sold.

Castleview Partners first reported a position in LPLA in Q2 2021 and held it in 2 quarters. The position peaked at $8K in Q2 2021. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Castleview Partners reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Castleview Partners sold 33 LPL Financial shares in Q1 2023, an estimated $7.13K.
  • Castleview Partners first reported a position in LPL Financial in Q2 2021 and held it in 2 quarters.
  • Castleview Partners's LPL Financial position peaked at $8K in Q2 2021.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Castleview Partners's 13F filing for Q1 2023, filed 16 May 2023.