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Enterprise Financial Services Corp (EFSC)’s LPL Financial LPLA Stock Holding History

Enterprise Financial Services Corp (EFSC)’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
-2,150
Closed -$465K – 161
2022
Q4 		$465K Sell
2,150
-15
-0.7% -$3.51K 0.32% 75
2022
Q3 		$473K Sell
2,165
-1,204
-36% -$256K 0.35% 71
2022
Q2 		$622K Sell
3,369
-1,226
-27% -$233K 0.12% 133
2022
Q1 		$839K Sell
4,595
-1,129
-20% -$197K 0.14% 122
2021
Q4 		$916K Sell
5,724
-10,168
-64% -$1.68M 0.14% 123
2021
Q3 		$2.49M Buy
15,892
+12,958
+442% +$1.86M 0.32% 68
2021
Q2 		$396K Sell
2,934
-80
-3% -$11.6K 0.06% 160
2021
Q1 		$428K Sell
3,014
-148
-5% -$18.9K 0.08% 143
2020
Q4 		$330K Buy
3,162
+1,040
+49% +$93.5K 0.06% 158
2020
Q3 		$163K Buy
2,122
+2,090
+6,531% +$166K 0.03% 231
2020
Q2 		$3K Hold
32
– – ﹤0.01% 976
2020
Q1 		$2K Hold
32
– – ﹤0.01% 1032
2019
Q4 		$3K Hold
32
– – ﹤0.01% 943
2019
Q3 		$3K Hold
32
– – ﹤0.01% 932
2019
Q2 		$3K Hold
32
– – ﹤0.01% 972
2019
Q1 		$2K Hold
32
– – ﹤0.01% 1050
2018
Q4 		$2K Hold
32
– – ﹤0.01% 821
2018
Q3 		$2K Hold
32
– – ﹤0.01% 928
2018
Q2 		$2K Hold
32
– – ﹤0.01% 866
2018
Q1 		$2K Hold
32
– – ﹤0.01% 839
2017
Q4 		$2K Hold
32
– – ﹤0.01% 819
2017
Q3 		$2K Hold
32
– – ﹤0.01% 832
2017
Q2 		$1K Hold
32
– – ﹤0.01% 891
2017
Q1 		$1K Hold
32
– – ﹤0.01% 1019
2016
Q4 		$1K Buy
+32
New +$1.12K ﹤0.01% 1017
2014
Q3 		– Sell
-85
Closed -$4K – 1273
2014
Q2 		$4K Hold
85
– – ﹤0.01% 876
2014
Q1 		$4K Buy
+85
New +$4.49K ﹤0.01% 879

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Enterprise Financial Services Corp (EFSC)'s LPLA Position: Q1 2023 in Review

Enterprise Financial Services Corp (EFSC) sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 2,150 shares — an estimated $465K sold.

Enterprise Financial Services Corp (EFSC) first reported a position in LPLA in Q1 2014 and held it in 27 quarters. The position peaked at $2.49M in Q3 2021. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Enterprise Financial Services Corp (EFSC) reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Enterprise Financial Services Corp (EFSC) sold 2,150 LPL Financial shares in Q1 2023, an estimated $465K.
  • Enterprise Financial Services Corp (EFSC) first reported a position in LPL Financial in Q1 2014 and held it in 27 quarters.
  • Enterprise Financial Services Corp (EFSC)'s LPL Financial position peaked at $2.49M in Q3 2021.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Enterprise Financial Services Corp (EFSC)'s 13F filing for Q1 2023, filed 15 May 2023.