LPL Financial
PDS

LPL Financial’s Precision Drilling PDS Stock Holding History

LPL Financial’s Portfolio PDS Stock Details PDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-4,970
Closed -$350K – 5266
2024
Q2 		$350K Buy
+4,970
New +$350K ﹤0.01% 4148
2019
Q1 		– Sell
-653
Closed -$23K – 3235
2018
Q4 		$23K Sell
653
-280
-30% -$13.9K ﹤0.01% 3035
2018
Q3 		$65K Sell
933
-51
-5% -$3.72K ﹤0.01% 3155
2018
Q2 		$65K Buy
984
+43
+5% +$2.89K ﹤0.01% 3136
2018
Q1 		$52K Sell
941
-14
-1% -$920 ﹤0.01% 3117
2017
Q4 		$58K Sell
955
-639
-40% -$35K ﹤0.01% 2967
2017
Q3 		$99K Sell
1,594
-47
-3% -$2.72K ﹤0.01% 2776
2017
Q2 		$112K Sell
1,641
-894
-35% -$69.3K ﹤0.01% 2697
2017
Q1 		$234K Buy
2,535
+314
+14% +$32.9K ﹤0.01% 2385
2016
Q4 		$246K Buy
2,221
+966
+77% +$95K ﹤0.01% 2325
2016
Q3 		$104K Buy
1,255
+45
+4% +$3.95K ﹤0.01% 2525
2016
Q2 		$125K Buy
1,210
+241
+25% +$22.8K ﹤0.01% 2474
2016
Q1 		$79K Sell
969
-1,638
-63% -$117K ﹤0.01% 2964
2015
Q4 		$202K Buy
2,607
+1,454
+126% +$120K ﹤0.01% 2815
2015
Q3 		$98K Buy
1,153
+500
+77% +$47.8K ﹤0.01% 2652
2015
Q2 		$78K Buy
653
+44
+7% +$6.1K ﹤0.01% 2777
2015
Q1 		$79K Sell
609
-35
-5% -$4.01K ﹤0.01% 2698
2014
Q4 		$78K Sell
644
-48
-7% -$7.29K ﹤0.01% 2646
2014
Q3 		$144K Buy
692
+156
+29% +$38.8K ﹤0.01% 2554
2014
Q2 		$152K Buy
+536
New +$138K ﹤0.01% 2553

Other funds holding PDS

NP
Ninepoint Partners Toronto, Ontario, Canada $904M AUM 39.64% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

LPL Financial's PDS Position: Q3 2024 in Review

LPL Financial sold out of Precision Drilling (PDS) in Q3 2024, closing a stake of 4,970 shares — an estimated $350K sold.

LPL Financial first reported a position in PDS in Q2 2014 and held it in 20 quarters. The position peaked at $350K in Q2 2024. 112 funds tracked by Wall St. Rank hold PDS as of Q3 2024.

  • LPL Financial reported no remaining Precision Drilling position as of Q3 2024 after selling out during the quarter.
  • LPL Financial sold 4,970 Precision Drilling shares in Q3 2024, an estimated $350K.
  • LPL Financial first reported a position in Precision Drilling in Q2 2014 and held it in 20 quarters.
  • LPL Financial's Precision Drilling position peaked at $350K in Q2 2024.
  • 112 funds tracked by Wall St. Rank held Precision Drilling as of Q3 2024.

Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.