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Advisor Partners II’s LPL Financial LPLA Stock Holding History

Advisor Partners II’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
Q3 		$1.03M Buy
4,349
+492
+13% +$114K 0.04% 476
2023
Q2 		$839K Buy
+3,857
New +$772K 0.04% 439

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advisor Partners II's LPLA Position: Q3 2023 in Review

Advisor Partners II increased its LPL Financial (LPLA) stake by 13% in Q3 2023, buying an estimated $114K and bringing the position to 4,349 shares worth $1.03M. The position accounts for 0.04% of the portfolio, ranked #476.

Advisor Partners II first reported a position in LPLA in Q2 2023 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Advisor Partners II held 4,349 shares of LPL Financial worth $1.03M as of Q3 2023.
  • Advisor Partners II bought 492 LPL Financial shares in Q3 2023, an estimated $114K.
  • LPL Financial made up 0.04% of Advisor Partners II's portfolio in Q3 2023, its #476 holding.
  • Advisor Partners II first reported a position in LPL Financial in Q2 2023 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Advisor Partners II's 13F filing for Q3 2023, filed 26 Oct 2023.