Alpha Paradigm Partners’s LPL Financial LPLA Stock Holding History

Alpha Paradigm 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	$333K	Buy	+1,542	New	+$360K	0.14%	230

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Alpha Paradigm Partners's LPLA Position: Q4 2022 in Review

Alpha Paradigm Partners opened a new position in LPL Financial (LPLA) in Q4 2022: 1,542 shares worth $333K. The stake represents 0.14% of the portfolio and ranks #230 among its holdings.

628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

Alpha Paradigm Partners held 1,542 shares of LPL Financial worth $333K as of Q4 2022.
LPL Financial was a new Alpha Paradigm Partners position in Q4 2022.
LPL Financial made up 0.14% of Alpha Paradigm Partners's portfolio in Q4 2022, its #230 holding.
628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Alpha Paradigm Partners's 13F filing for Q4 2022, filed 13 Feb 2023.