Westpac Banking Corp’s LPL Financial LPLA Stock Holding History

Westpac Banking Corp’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	-18,257	Closed	-$3.7M	–	662
2023 Q1	$3.7M	Sell	18,257 -473	-3%	-$108K	0.05%	405
2022 Q4	$4.05M	Sell	18,730 -10,276	-35%	-$2.4M	0.06%	375
2022 Q3	$6.34M	Sell	29,006 -5,532	-16%	-$1.18M	0.1%	277
2022 Q2	$6.37M	Buy	34,538 +4,772	+16%	+$906K	0.08%	316
2022 Q1	$5.44M	Buy	29,766 +4,232	+17%	+$737K	0.06%	369
2021 Q4	$4.09M	Buy	25,534 +234	+0.9%	+$38.6K	0.04%	437
2021 Q3	$3.97M	Sell	25,300 -151	-0.6%	-$21.7K	0.04%	458
2021 Q2	$3.44M	Sell	25,451 -4,151	-14%	-$604K	0.03%	505
2021 Q1	$4.21M	Sell	29,602 -2,536	-8%	-$324K	0.05%	442
2020 Q4	$3.35M	Sell	32,138 -1,213	-4%	-$109K	0.04%	479
2020 Q3	$2.56M	Buy	33,351 +737	+2%	+$58.5K	0.03%	480
2020 Q2	$2.56M	Buy	+32,614	New	+$2.18M	0.04%	459
2016 Q1	–	Sell	-119,333	Closed	-$5.09M	–	891
2015 Q4	$5.09M	Buy	+119,333	New	+$5.08M	0.06%	310

Other funds holding LPLA

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

BlackRock New York $5.7T 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

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return