LPL Financial’s BioCardia BCDA Stock Holding History

LPL Financial’s Portfolio BCDA Stock Details BCDA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-737	Closed	-$21.5K	–	4596
2023 Q1	$21.5K	Hold	737	–	–	﹤0.01%	4402
2022 Q4	$23.1K	Hold	737	–	–	﹤0.01%	4351
2022 Q3	$21K	Hold	737	–	–	﹤0.01%	4321
2022 Q2	$16K	Hold	737	–	–	﹤0.01%	4358
2022 Q1	$23K	Buy	+737	New	+$21.9K	﹤0.01%	4112

Other funds holding BCDA

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

CM Management Gulf Breeze, Florida $120M AUM 37.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LCM

Lynwood Capital Management Toronto, Ontario, Canada $16.9M AUM 19.31% 1-Year Est. Return

Family Management New York $834M AUM 20.83% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return

LPL Financial's BCDA Position: Q2 2023 in Review

LPL Financial sold out of BioCardia (BCDA) in Q2 2023, closing a stake of 737 shares — an estimated $21.5K sold.

LPL Financial first reported a position in BCDA in Q1 2022 and held it in 5 quarters. The position peaked at $23.1K in Q4 2022. 23 funds tracked by Wall St. Rank hold BCDA as of Q2 2023.

LPL Financial reported no remaining BioCardia position as of Q2 2023 after selling out during the quarter.
LPL Financial sold 737 BioCardia shares in Q2 2023, an estimated $21.5K.
LPL Financial first reported a position in BioCardia in Q1 2022 and held it in 5 quarters.
LPL Financial's BioCardia position peaked at $23.1K in Q4 2022.
23 funds tracked by Wall St. Rank held BioCardia as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.