EFG Capital International’s LPL Financial LPLA Stock Holding History

EFG Capital International’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	$2.82M	Buy	+12,986	New	+$2.6M	0.65%	48

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EFG Capital International's LPLA Position: Q2 2023 in Review

EFG Capital International opened a new position in LPL Financial (LPLA) in Q2 2023: 12,986 shares worth $2.82M. The stake represents 0.65% of the portfolio and ranks #48 among its holdings.

588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

EFG Capital International held 12,986 shares of LPL Financial worth $2.82M as of Q2 2023.
LPL Financial was a new EFG Capital International position in Q2 2023.
LPL Financial made up 0.65% of EFG Capital International's portfolio in Q2 2023, its #48 holding.
588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on EFG Capital International's 13F filing for Q2 2023, filed 2 Aug 2023.