LPL Financial
SILK

LPL Financial’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

LPL Financial’s Portfolio SILK Stock Details SILK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-14,790
Closed -$481K – 4814
2023
Q2 		$481K Buy
14,790
+2,791
+23% +$102K ﹤0.01% 3486
2023
Q1 		$470K Buy
+11,999
New +$587K ﹤0.01% 3389

Other funds holding SILK

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

LPL Financial's SILK Position: Q3 2023 in Review

LPL Financial sold out of Silk Road Medical, Inc. Common Stock (SILK) in Q3 2023, closing a stake of 14,790 shares — an estimated $481K sold.

LPL Financial first reported a position in SILK in Q1 2023 and held it in 2 quarters. The position peaked at $481K in Q2 2023. 166 funds tracked by Wall St. Rank hold SILK as of Q3 2023.

  • LPL Financial reported no remaining Silk Road Medical, Inc. Common Stock position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 14,790 Silk Road Medical, Inc. Common Stock shares in Q3 2023, an estimated $481K.
  • LPL Financial first reported a position in Silk Road Medical, Inc. Common Stock in Q1 2023 and held it in 2 quarters.
  • LPL Financial's Silk Road Medical, Inc. Common Stock position peaked at $481K in Q2 2023.
  • 166 funds tracked by Wall St. Rank held Silk Road Medical, Inc. Common Stock as of Q3 2023.

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