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Almanack Investment Partners’s LPL Financial LPLA Stock Holding History

Almanack Investment Partners’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
-28
Closed -$6K – 743
2022
Q3 		$6K Buy
+28
New +$5.96K ﹤0.01% 562

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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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Almanack Investment Partners's LPLA Position: Q4 2022 in Review

Almanack Investment Partners sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 28 shares — an estimated $6K sold.

Almanack Investment Partners first reported a position in LPLA in Q3 2022 and held it in 1 quarter. The position peaked at $6K in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Almanack Investment Partners reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Almanack Investment Partners sold 28 LPL Financial shares in Q4 2022, an estimated $6K.
  • Almanack Investment Partners first reported a position in LPL Financial in Q3 2022 and held it in 1 quarter.
  • Almanack Investment Partners's LPL Financial position peaked at $6K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Almanack Investment Partners's 13F filing for Q4 2022, filed 9 Feb 2023.