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Alta Advisers’s LPL Financial LPLA Stock Holding History

Alta Advisers’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
-300
Closed -$83.8K – 431
2024
Q2 		$83.8K Hold
300
– – 0.04% 300
2024
Q1 		$79.3K Hold
300
– – 0.04% 314
2023
Q4 		$68.3K Hold
300
– – 0.04% 344
2023
Q3 		$71.3K Hold
300
– – 0.04% 309
2023
Q2 		$65.2K Hold
300
– – 0.04% 343
2023
Q1 		$60.7K Hold
300
– – 0.04% 349
2022
Q4 		$65K Hold
300
– – 0.04% 341
2022
Q3 		$66K Buy
+300
New +$63.8K 0.04% 328

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $95.5B AUM 28.4% 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 $2.9T AUM 29.55% 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

Alta Advisers's LPLA Position: Q3 2024 in Review

Alta Advisers sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 300 shares — an estimated $83.8K sold.

Alta Advisers first reported a position in LPLA in Q3 2022 and held it in 8 quarters. The position peaked at $83.8K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Alta Advisers reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Alta Advisers sold 300 LPL Financial shares in Q3 2024, an estimated $83.8K.
  • Alta Advisers first reported a position in LPL Financial in Q3 2022 and held it in 8 quarters.
  • Alta Advisers's LPL Financial position peaked at $83.8K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Alta Advisers's 13F filing for Q3 2024, filed 8 Nov 2024.