Pictet Asset Management (Switzerland)’s LPL Financial LPLA Stock Holding History

Pictet Asset Management (Switzerland)’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 Q2	$8.98M	Buy	41,309 +9,335	+29%	+$1.87M	0.01%	641
2023 Q1	$6.47M	Buy	31,974 +234	+0.7%	+$53.5K	0.01%	722
2022 Q4	$6.86M	Buy	31,740 +550	+2%	+$129K	0.01%	677
2022 Q3	$6.81M	Buy	31,190 +207	+0.7%	+$44K	0.01%	662
2022 Q2	$5.72M	Buy	30,983 +25,842	+503%	+$4.91M	0.01%	730
2022 Q1	$939K	Buy	5,141 +32	+0.6%	+$5.57K	﹤0.01%	1061
2021 Q4	$818K	Sell	5,109 -291	-5%	-$48K	﹤0.01%	1107
2021 Q3	$847K	Buy	+5,400	New	+$776K	﹤0.01%	1101

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pictet Asset Management (Switzerland)'s LPLA Position: Q2 2023 in Review

Pictet Asset Management (Switzerland) increased its LPL Financial (LPLA) stake by 29% in Q2 2023, buying an estimated $1.87M and bringing the position to 41,309 shares worth $8.98M. The position accounts for 0.01% of the portfolio, ranked #641.

Pictet Asset Management (Switzerland) first reported a position in LPLA in Q3 2021 and has held it in 8 quarters since. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

Pictet Asset Management (Switzerland) held 41,309 shares of LPL Financial worth $8.98M as of Q2 2023.
Pictet Asset Management (Switzerland) bought 9,335 LPL Financial shares in Q2 2023, an estimated $1.87M.
LPL Financial made up 0.01% of Pictet Asset Management (Switzerland)'s portfolio in Q2 2023, its #641 holding.
Pictet Asset Management (Switzerland) first reported a position in LPL Financial in Q3 2021 and has held it in 8 quarters since.
588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Pictet Asset Management (Switzerland)'s 13F filing for Q2 2023, filed 10 Aug 2023.