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Syverson Strege & Co’s LPL Financial LPLA Stock Holding History

Syverson Strege & Co’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 		– Sell
-12
Closed -$2.43K – 382
2023
Q1 		$2.43K Buy
+12
New +$2.74K ﹤0.01% 450

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Syverson Strege & Co's LPLA Position: Q2 2023 in Review

Syverson Strege & Co sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 12 shares — an estimated $2.43K sold.

Syverson Strege & Co first reported a position in LPLA in Q1 2023 and held it in 1 quarter. The position peaked at $2.43K in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Syverson Strege & Co reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Syverson Strege & Co sold 12 LPL Financial shares in Q2 2023, an estimated $2.43K.
  • Syverson Strege & Co first reported a position in LPL Financial in Q1 2023 and held it in 1 quarter.
  • Syverson Strege & Co's LPL Financial position peaked at $2.43K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.