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NVWM LLC’s LPL Financial LPLA Stock Holding History

NVWM LLC’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-54
Closed -$11.7K – 456
2022
Q4 		$11.7K Hold
54
– – ﹤0.01% 316
2022
Q3 		$12K Hold
54
– – ﹤0.01% 318
2022
Q2 		$10K Hold
54
– – ﹤0.01% 346
2022
Q1 		$10K Hold
54
– – ﹤0.01% 378
2021
Q4 		$9K Buy
54
+25
+86% +$4.13K ﹤0.01% 399
2021
Q3 		$5K Buy
+29
New +$4.17K ﹤0.01% 414

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

NVWM LLC's LPLA Position: Q1 2023 in Review

NVWM LLC sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 54 shares — an estimated $11.7K sold.

NVWM LLC first reported a position in LPLA in Q3 2021 and held it in 6 quarters. The position peaked at $12K in Q3 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • NVWM LLC reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • NVWM LLC sold 54 LPL Financial shares in Q1 2023, an estimated $11.7K.
  • NVWM LLC first reported a position in LPL Financial in Q3 2021 and held it in 6 quarters.
  • NVWM LLC's LPL Financial position peaked at $12K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on NVWM LLC's 13F filing for Q1 2023, filed 11 May 2023.