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Alera Investment Advisors’s LPL Financial LPLA Stock Holding History

Alera Investment 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
2024
Q3 		– Sell
-1,057
Closed -$295K – 304
2024
Q2 		$295K Sell
1,057
-1,597
-60% -$433K 0.04% 198
2024
Q1 		$701K Sell
2,654
-38
-1% -$9.59K 0.09% 95
2023
Q4 		$613K Sell
2,692
-1,361
-34% -$306K 0.08% 104
2023
Q3 		$963K Sell
4,053
-15
-0.4% -$3.48K 0.16% 54
2023
Q2 		$885K Buy
4,068
+172
+4% +$34.4K 0.19% 64
2023
Q1 		$789K Buy
3,896
+43
+1% +$9.83K 0.18% 65
2022
Q4 		$833K Sell
3,853
-20
-0.5% -$4.67K 0.2% 57
2022
Q3 		$846K Buy
3,873
+1,112
+40% +$236K 0.24% 51
2022
Q2 		$510K Buy
+2,761
New +$524K 0.14% 103

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 $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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 $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Alera Investment Advisors's LPLA Position: Q3 2024 in Review

Alera Investment Advisors sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,057 shares — an estimated $295K sold.

Alera Investment Advisors first reported a position in LPLA in Q2 2022 and held it in 9 quarters. The position peaked at $963K in Q3 2023. 643 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Alera Investment Advisors reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 1,057 LPL Financial shares in Q3 2024, an estimated $295K.
  • Alera Investment Advisors first reported a position in LPL Financial in Q2 2022 and held it in 9 quarters.
  • Alera Investment Advisors's LPL Financial position peaked at $963K in Q3 2023.
  • 643 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.