LPL Financial
DOMA

LPL Financial’s Doma Holdings, Inc. DOMA Stock Holding History

LPL Financial’s Portfolio DOMA Stock Details DOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-407
Closed -$4.61K – 4627
2022
Q4 		$4.61K Sell
407
-119
-23% -$1.35K ﹤0.01% 4438
2022
Q3 		$6K Buy
+526
New +$9.44K ﹤0.01% 4391

Other funds holding DOMA

SG
StepStone Group La Jolla, California $207M AUM 12.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
OFCM
One Fin Capital Management San Francisco, California $280M AUM 49.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HV
HST Ventures Park City, Utah $366M AUM 42.6% 1-Year Est. Return

LPL Financial's DOMA Position: Q1 2023 in Review

LPL Financial sold out of Doma Holdings, Inc. (DOMA) in Q1 2023, closing a stake of 407 shares — an estimated $4.61K sold.

LPL Financial first reported a position in DOMA in Q3 2022 and held it in 2 quarters. The position peaked at $6K in Q3 2022. 78 funds tracked by Wall St. Rank hold DOMA as of Q1 2023.

  • LPL Financial reported no remaining Doma Holdings, Inc. position as of Q1 2023 after selling out during the quarter.
  • LPL Financial sold 407 Doma Holdings, Inc. shares in Q1 2023, an estimated $4.61K.
  • LPL Financial first reported a position in Doma Holdings, Inc. in Q3 2022 and held it in 2 quarters.
  • LPL Financial's Doma Holdings, Inc. position peaked at $6K in Q3 2022.
  • 78 funds tracked by Wall St. Rank held Doma Holdings, Inc. as of Q1 2023.

Based on LPL Financial's 13F filing for Q1 2023, filed 10 May 2023.