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Abacus FCF Advisors’s LPL Financial LPLA Stock Holding History

Abacus FCF Advisors’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
-2,393
Closed -$484K – 146
2023
Q1 		$484K Sell
2,393
-1,750
-42% -$400K 0.26% 129
2022
Q4 		$896K Sell
4,143
-2,142
-34% -$501K 0.58% 71
2022
Q3 		$1.37M Sell
6,285
-1,534
-20% -$326K 0.95% 23
2022
Q2 		$1.44M Sell
7,819
-318
-4% -$60.4K 0.88% 33
2022
Q1 		$1.49M Buy
8,137
+208
+3% +$36.2K 0.5% 74
2021
Q4 		$1.27M Hold
7,929
– – 0.62% 72
2021
Q3 		$1.23M Buy
7,929
+3,634
+85% +$522K 0.6% 71
2021
Q2 		$612K Sell
4,295
-319
-7% -$46.4K 0.31% 130
2021
Q1 		$653K Buy
+4,614
New +$589K 0.33% 115
2020
Q1 		– Sell
-16,324
Closed -$1.51M – 97
2019
Q4 		$1.51M Sell
16,324
-378
-2% -$32.4K 1.19% 14
2019
Q3 		$1.37M Buy
16,702
+41
+0.2% +$3.28K 1.13% 24
2019
Q2 		$1.36M Sell
16,661
-1,890
-10% -$150K 1.11% 25
2019
Q1 		$1.29M Buy
18,551
+882
+5% +$63.6K 1% 55
2018
Q4 		$1.08M Buy
+17,669
New +$1.08M 0.99% 64

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

Abacus FCF Advisors's LPLA Position: Q2 2023 in Review

Abacus FCF Advisors sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 2,393 shares — an estimated $484K sold.

Abacus FCF Advisors first reported a position in LPLA in Q4 2018 and held it in 14 quarters. The position peaked at $1.51M in Q4 2019. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Abacus FCF Advisors reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Abacus FCF Advisors sold 2,393 LPL Financial shares in Q2 2023, an estimated $484K.
  • Abacus FCF Advisors first reported a position in LPL Financial in Q4 2018 and held it in 14 quarters.
  • Abacus FCF Advisors's LPL Financial position peaked at $1.51M in Q4 2019.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Abacus FCF Advisors's 13F filing for Q2 2023, filed 19 Jul 2023.