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Advocacy Wealth Management Services’s LPL Financial LPLA Stock Holding History

Advocacy Wealth Management Services’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
2022
Q4 		– Sell
-103
Closed -$25K – 92
2022
Q3 		$25K Hold
103
– – ﹤0.01% 70
2022
Q2 		$19K Hold
103
– – ﹤0.01% 88
2022
Q1 		$19K Buy
+103
New +$17.9K ﹤0.01% 88

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Advocacy Wealth Management Services's LPLA Position: Q4 2022 in Review

Advocacy Wealth Management Services sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 103 shares — an estimated $25K sold.

Advocacy Wealth Management Services first reported a position in LPLA in Q1 2022 and held it in 3 quarters. The position peaked at $25K in Q3 2022. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Advocacy Wealth Management Services reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 103 LPL Financial shares in Q4 2022, an estimated $25K.
  • Advocacy Wealth Management Services first reported a position in LPL Financial in Q1 2022 and held it in 3 quarters.
  • Advocacy Wealth Management Services's LPL Financial position peaked at $25K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q4 2022, filed 27 Jan 2023.