AG
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Algert Global’s LPL Financial LPLA Stock Holding History

Algert Global’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
-2,875
Closed -$582K – 1182
2023
Q1 		$582K Sell
2,875
-341
-11% -$78K 0.03% 785
2022
Q4 		$695K Buy
+3,216
New +$752K 0.04% 705
2022
Q2 		– Sell
-18,364
Closed -$3.35M – 1310
2022
Q1 		$3.35M Buy
18,364
+6,640
+57% +$1.16M 0.22% 95
2021
Q4 		$1.88M Buy
11,724
+84
+0.7% +$13.9K 0.23% 94
2021
Q3 		$1.82M Buy
+11,640
New +$1.67M 0.24% 72

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return