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Alcosta Capital Management’s LPL Financial LPLA Stock Holding History

Alcosta Capital Management’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
Q1 		– Sell
-10,896
Closed -$2.36M – 33
2022
Q4 		$2.36M Sell
10,896
-294
-3% -$68.7K 2.37% 24
2022
Q3 		$2.44M Buy
+11,190
New +$2.38M 2.4% 25

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Alcosta Capital Management's LPLA Position: Q1 2023 in Review

Alcosta Capital Management sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 10,896 shares — an estimated $2.36M sold.

Alcosta Capital Management first reported a position in LPLA in Q3 2022 and held it in 2 quarters. The position peaked at $2.44M in Q3 2022. 613 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Alcosta Capital Management reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Alcosta Capital Management sold 10,896 LPL Financial shares in Q1 2023, an estimated $2.36M.
  • Alcosta Capital Management first reported a position in LPL Financial in Q3 2022 and held it in 2 quarters.
  • Alcosta Capital Management's LPL Financial position peaked at $2.44M in Q3 2022.
  • 613 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Alcosta Capital Management's 13F filing for Q1 2023, filed 12 May 2023.