Comerica Securities’s LPL Financial LPLA Stock Holding History

Comerica Securities’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	-561	Closed	-$121K	–	991
2022 Q4	$121K	Buy	+561	New	+$131K	0.01%	571

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Comerica Securities's LPLA Position: Q1 2023 in Review

Comerica Securities sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 561 shares — an estimated $121K sold.

Comerica Securities first reported a position in LPLA in Q4 2022 and held it in 1 quarter. The position peaked at $121K in Q4 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

Comerica Securities reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
Comerica Securities sold 561 LPL Financial shares in Q1 2023, an estimated $121K.
Comerica Securities first reported a position in LPL Financial in Q4 2022 and held it in 1 quarter.
Comerica Securities's LPL Financial position peaked at $121K in Q4 2022.
611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Comerica Securities's 13F filing for Q1 2023, filed 27 Apr 2023.