LPL Financial’s SWK Holdings SWKH Stock Holding History

LPL Financial’s Portfolio SWKH Stock Details SWKH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-23,344	Closed	-$363K	–	4380
2021 Q4	$363K	Buy	+23,344	New	+$352K	﹤0.01%	3550

Other funds holding SWKH

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return

M3F Inc Salt Lake City, Utah $404M AUM 17.61% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

CAM

Crown Advisors Management Larkspur, California $151M AUM 73.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GCA

Greenwood Capital Associates Greenwood, South Carolina $1.02B AUM 28.26% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LPL Financial's SWKH Position: Q1 2022 in Review

LPL Financial sold out of SWK Holdings (SWKH) in Q1 2022, closing a stake of 23,344 shares — an estimated $363K sold.

LPL Financial first reported a position in SWKH in Q4 2021 and held it in 1 quarter. The position peaked at $363K in Q4 2021. 26 funds tracked by Wall St. Rank hold SWKH as of Q1 2022.

LPL Financial reported no remaining SWK Holdings position as of Q1 2022 after selling out during the quarter.
LPL Financial sold 23,344 SWK Holdings shares in Q1 2022, an estimated $363K.
LPL Financial first reported a position in SWK Holdings in Q4 2021 and held it in 1 quarter.
LPL Financial's SWK Holdings position peaked at $363K in Q4 2021.
26 funds tracked by Wall St. Rank held SWK Holdings as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.