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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
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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.37T AUM 44.26% 1-Year Est. Return

Westpac Banking Corp's LPLA Position: Q2 2023 in Review

Westpac Banking Corp sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 18,257 shares — an estimated $3.7M sold.

Westpac Banking Corp first reported a position in LPLA in Q4 2015 and held it in 13 quarters. The position peaked at $6.37M in Q2 2022. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Westpac Banking Corp reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Westpac Banking Corp sold 18,257 LPL Financial shares in Q2 2023, an estimated $3.7M.
  • Westpac Banking Corp first reported a position in LPL Financial in Q4 2015 and held it in 13 quarters.
  • Westpac Banking Corp's LPL Financial position peaked at $6.37M in Q2 2022.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Westpac Banking Corp's 13F filing for Q2 2023, filed 10 Aug 2023.