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Perkins Coie Trust Company’s LPL Financial LPLA Stock Holding History

Perkins Coie Trust Company’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
Q4 		– Sell
-42
Closed -$9.98K – 477
2023
Q3 		$9.98K Buy
+42
New +$9.75K ﹤0.01% 220

Other funds holding LPLA

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Perkins Coie Trust Company's LPLA Position: Q4 2023 in Review

Perkins Coie Trust Company sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 42 shares — an estimated $9.98K sold.

Perkins Coie Trust Company first reported a position in LPLA in Q3 2023 and held it in 1 quarter. The position peaked at $9.98K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Perkins Coie Trust Company reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Perkins Coie Trust Company sold 42 LPL Financial shares in Q4 2023, an estimated $9.98K.
  • Perkins Coie Trust Company first reported a position in LPL Financial in Q3 2023 and held it in 1 quarter.
  • Perkins Coie Trust Company's LPL Financial position peaked at $9.98K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Perkins Coie Trust Company's 13F filing for Q4 2023, filed 9 Jan 2024.