LPL Financial
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LPL Financial’s US Global Investors GROW Stock Holding History

LPL Financial’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10,970
Closed -$57K – 4472
2022
Q1 		$57K Sell
10,970
-308
-3% -$1.61K ﹤0.01% 4041
2021
Q4 		$50K Sell
11,278
-8,922
-44% -$50K ﹤0.01% 4229
2021
Q3 		$115K Buy
+20,200
New +$121K ﹤0.01% 4108

Other funds holding GROW

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
KWM
Kanen Wealth Management Coconut Creek, Florida $278M AUM 38.85% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCA
SMH Capital Advisors Fort Worth, Texas $32.9M AUM 1.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

LPL Financial's GROW Position: Q2 2022 in Review

LPL Financial sold out of US Global Investors (GROW) in Q2 2022, closing a stake of 10,970 shares — an estimated $57K sold.

LPL Financial first reported a position in GROW in Q3 2021 and held it in 3 quarters. The position peaked at $115K in Q3 2021. 44 funds tracked by Wall St. Rank hold GROW as of Q2 2022.

  • LPL Financial reported no remaining US Global Investors position as of Q2 2022 after selling out during the quarter.
  • LPL Financial sold 10,970 US Global Investors shares in Q2 2022, an estimated $57K.
  • LPL Financial first reported a position in US Global Investors in Q3 2021 and held it in 3 quarters.
  • LPL Financial's US Global Investors position peaked at $115K in Q3 2021.
  • 44 funds tracked by Wall St. Rank held US Global Investors as of Q2 2022.

Based on LPL Financial's 13F filing for Q2 2022, filed 12 Aug 2022.