LPL Financial
MVBF icon

LPL Financial’s MVB Financial MVBF Stock Holding History

LPL Financial’s Portfolio MVBF Stock Details MVBF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-9,160
Closed -$392K – 4420
2021
Q3 		$392K Buy
9,160
+638
+7% +$26K ﹤0.01% 3432
2021
Q2 		$364K Sell
8,522
-976
-10% -$39.8K ﹤0.01% 3432
2021
Q1 		$321K Buy
+9,498
New +$266K ﹤0.01% 3416

Other funds holding MVBF

TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LPL Financial's MVBF Position: Q4 2021 in Review

LPL Financial sold out of MVB Financial (MVBF) in Q4 2021, closing a stake of 9,160 shares — an estimated $392K sold.

LPL Financial first reported a position in MVBF in Q1 2021 and held it in 3 quarters. The position peaked at $392K in Q3 2021. 81 funds tracked by Wall St. Rank hold MVBF as of Q4 2021.

  • LPL Financial reported no remaining MVB Financial position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 9,160 MVB Financial shares in Q4 2021, an estimated $392K.
  • LPL Financial first reported a position in MVB Financial in Q1 2021 and held it in 3 quarters.
  • LPL Financial's MVB Financial position peaked at $392K in Q3 2021.
  • 81 funds tracked by Wall St. Rank held MVB Financial as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.