LPL Financial
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LPL Financial’s Vivani Medical VANI Stock Holding History

LPL Financial’s Portfolio VANI Stock Details VANI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-45,895
Closed -$45.9K – 4693
2023
Q1 		$45.9K Buy
45,895
+33
+0.1% +$37 ﹤0.01% 4311
2022
Q4 		$39K Sell
45,862
-6,666
-13% -$10.9K ﹤0.01% 4304
2022
Q3 		$120K Buy
52,528
+45,275
+624% +$215K ﹤0.01% 4072
2022
Q2 		$44K Buy
7,253
+20
+0.3% +$108 ﹤0.01% 4252
2022
Q1 		$31K Buy
7,233
+334
+5% +$1.4K ﹤0.01% 4097
2021
Q4 		$34K Buy
6,899
+3,323
+93% +$24.3K ﹤0.01% 4261
2021
Q3 		$34K Sell
3,576
-541
-13% -$6.09K ﹤0.01% 4257
2021
Q2 		$61K Buy
+4,117
New +$79.6K ﹤0.01% 4121
2020
Q1 		– Sell
-885
Closed -$16K – 3430
2019
Q4 		$16K Sell
885
-6
-0.7% -$118 ﹤0.01% 3319
2019
Q3 		$18K Hold
891
– – ﹤0.01% 3261
2019
Q2 		$17K Buy
+891
New +$18.3K ﹤0.01% 3257
2016
Q2 		– Sell
-463
Closed -$56K – 2986
2016
Q1 		$56K Sell
463
-33
-7% -$3.8K ﹤0.01% 2994
2015
Q4 		$67K Buy
+496
New +$72.6K ﹤0.01% 3025

Other funds holding VANI

TWM
Tanager Wealth Management Goring On Thames, United Kingdom $1.15B AUM 19.91% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MMG
Monetary Management Group St Louis, Missouri $487M AUM 49.37% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GWS
Glassman Wealth Services Vienna, Virginia $835M AUM 22.94% 1-Year Est. Return
EW
Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
CIBC Asset Management
CIBC Asset Management Toronto, Ontario, Canada $45.6B AUM 44.74% 1-Year Est. Return

LPL Financial's VANI Position: Q2 2023 in Review

LPL Financial sold out of Vivani Medical (VANI) in Q2 2023, closing a stake of 45,895 shares — an estimated $45.9K sold.

LPL Financial first reported a position in VANI in Q4 2015 and held it in 13 quarters. The position peaked at $120K in Q3 2022. 33 funds tracked by Wall St. Rank hold VANI as of Q2 2023.

  • LPL Financial reported no remaining Vivani Medical position as of Q2 2023 after selling out during the quarter.
  • LPL Financial sold 45,895 Vivani Medical shares in Q2 2023, an estimated $45.9K.
  • LPL Financial first reported a position in Vivani Medical in Q4 2015 and held it in 13 quarters.
  • LPL Financial's Vivani Medical position peaked at $120K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held Vivani Medical as of Q2 2023.

Based on LPL Financial's 13F filing for Q2 2023, filed 31 Jul 2023.