LPL Financial
RBT

LPL Financial’s Rubicon Technologies, Inc. RBT Stock Holding History

LPL Financial’s Portfolio RBT Stock Details RBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-2,125
Closed -$6.29K – 4829
2023
Q2 		$6.29K Hold
2,125
– – ﹤0.01% 4574
2023
Q1 		$11.2K Hold
2,125
– – ﹤0.01% 4448
2022
Q4 		$30.3K Buy
+2,125
New +$33.6K ﹤0.01% 4326

Other funds holding RBT

PT
Palantir Technologies Denver, Colorado $9.72M AUM 6.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
CCFM
Cohen & Co Financial Management New York $18.3M AUM 73.48% 1-Year Est. Return
AFG
Atomi Financial Group New York $3.26B AUM 32.85% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LPL Financial's RBT Position: Q3 2023 in Review

LPL Financial sold out of Rubicon Technologies, Inc. (RBT) in Q3 2023, closing a stake of 2,125 shares — an estimated $6.29K sold.

LPL Financial first reported a position in RBT in Q4 2022 and held it in 3 quarters. The position peaked at $30.3K in Q4 2022. 37 funds tracked by Wall St. Rank hold RBT as of Q3 2023.

  • LPL Financial reported no remaining Rubicon Technologies, Inc. position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 2,125 Rubicon Technologies, Inc. shares in Q3 2023, an estimated $6.29K.
  • LPL Financial first reported a position in Rubicon Technologies, Inc. in Q4 2022 and held it in 3 quarters.
  • LPL Financial's Rubicon Technologies, Inc. position peaked at $30.3K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held Rubicon Technologies, Inc. as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.