LPL Financial
WB icon

LPL Financial’s Weibo WB Stock Holding History

LPL Financial’s Portfolio WB Stock Details WB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-7,184
Closed -$341K – 4463
2021
Q3 		$341K Buy
7,184
+1,830
+34% +$98.8K ﹤0.01% 3548
2021
Q2 		$282K Sell
5,354
-878
-14% -$43.5K ﹤0.01% 3638
2021
Q1 		$314K Buy
+6,232
New +$314K ﹤0.01% 3441
2019
Q3 		– Sell
-4,637
Closed -$202K – 3381
2019
Q2 		$202K Sell
4,637
-6,152
-57% -$345K ﹤0.01% 3023
2019
Q1 		$669K Buy
10,789
+2,163
+25% +$134K ﹤0.01% 1965
2018
Q4 		$504K Buy
8,626
+3,921
+83% +$237K ﹤0.01% 2036
2018
Q3 		$344K Sell
4,705
-7,406
-61% -$596K ﹤0.01% 2560
2018
Q2 		$1.07M Buy
12,111
+2,385
+25% +$259K ﹤0.01% 1579
2018
Q1 		$1.16M Sell
9,726
-12,880
-57% -$1.64M ﹤0.01% 1500
2017
Q4 		$2.34M Buy
22,606
+7,485
+50% +$774K 0.01% 974
2017
Q3 		$1.5M Buy
15,121
+4,485
+42% +$395K 0.01% 1157
2017
Q2 		$707K Buy
10,636
+3,421
+47% +$222K ﹤0.01% 1619
2017
Q1 		$377K Buy
+7,215
New +$359K ﹤0.01% 2034
2016
Q4 		– Sell
-15,999
Closed -$869K – 2787
2016
Q3 		$869K Buy
15,999
+2,466
+18% +$102K 0.01% 1306
2016
Q2 		$386K Buy
+13,533
New +$329K ﹤0.01% 1885

Other funds holding WB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's WB Position: Q4 2021 in Review

LPL Financial sold out of Weibo (WB) in Q4 2021, closing a stake of 7,184 shares — an estimated $341K sold.

LPL Financial first reported a position in WB in Q2 2016 and held it in 15 quarters. The position peaked at $2.34M in Q4 2017. 168 funds tracked by Wall St. Rank hold WB as of Q4 2021.

  • LPL Financial reported no remaining Weibo position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 7,184 Weibo shares in Q4 2021, an estimated $341K.
  • LPL Financial first reported a position in Weibo in Q2 2016 and held it in 15 quarters.
  • LPL Financial's Weibo position peaked at $2.34M in Q4 2017.
  • 168 funds tracked by Wall St. Rank held Weibo as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.