LPL Financial’s Tritium DCFC Limited Ordinary Shares DCFC Stock Holding History

LPL Financial’s Portfolio DCFC Stock Details DCFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-80	Closed	-$4.87K	–	4930
2023 Q3	$4.87K	Sell	80 -1	-1%	-$190	﹤0.01%	4671
2023 Q2	$17.6K	Hold	81	–	–	﹤0.01%	4530
2023 Q1	$20.7K	Buy	81 +20	+33%	+$5.86K	﹤0.01%	4404
2022 Q4	$20.6K	Buy	+61	New	+$22.5K	﹤0.01%	4358

Other funds holding DCFC

Riverstone Holdings New York $36.9M AUM 80.85% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

Cigna Investments Bloomfield, Connecticut $773M AUM 44.02% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Bowman & Company Oshkosh, Wisconsin $237M AUM 16.16% 1-Year Est. Return

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

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

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

LPL Financial's DCFC Position: Q4 2023 in Review

LPL Financial sold out of Tritium DCFC Limited Ordinary Shares (DCFC) in Q4 2023, closing a stake of 80 shares — an estimated $4.87K sold.

LPL Financial first reported a position in DCFC in Q4 2022 and held it in 4 quarters. The position peaked at $20.7K in Q1 2023. 34 funds tracked by Wall St. Rank hold DCFC as of Q4 2023.

LPL Financial reported no remaining Tritium DCFC Limited Ordinary Shares position as of Q4 2023 after selling out during the quarter.
LPL Financial sold 80 Tritium DCFC Limited Ordinary Shares shares in Q4 2023, an estimated $4.87K.
LPL Financial first reported a position in Tritium DCFC Limited Ordinary Shares in Q4 2022 and held it in 4 quarters.
LPL Financial's Tritium DCFC Limited Ordinary Shares position peaked at $20.7K in Q1 2023.
34 funds tracked by Wall St. Rank held Tritium DCFC Limited Ordinary Shares as of Q4 2023.

Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.