American Portfolios Advisors’s LPL Financial LPLA Stock Holding History

American Portfolios 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
2022 Q3	$415K	Buy	1,898 +105	+6%	+$22.3K	0.02%	721
2022 Q2	$331K	Buy	1,793 +1,760	+5,333%	+$334K	0.01%	839
2022 Q1	$6.03K	Sell	33 -15	-31%	-$2.61K	﹤0.01%	2876
2021 Q4	$7.68K	Buy	48 +19	+66%	+$3.14K	﹤0.01%	2732
2021 Q3	$4.55K	Sell	29 -10	-26%	-$1.44K	﹤0.01%	2896
2021 Q2	$5.26K	Sell	39 -10	-20%	-$1.45K	﹤0.01%	2790
2021 Q1	$6.97K	Buy	49 +20	+69%	+$2.55K	﹤0.01%	2548
2020 Q4	$3.02K	Buy	29 +6	+26%	+$539	﹤0.01%	2593
2020 Q3	$1.76K	Hold	23	–	–	﹤0.01%	2655
2020 Q2	$1.8K	Buy	+23	New	+$1.54K	﹤0.01%	2582

Other funds holding LPLA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

American Portfolios Advisors's LPLA Position: Q3 2022 in Review

American Portfolios Advisors increased its LPL Financial (LPLA) stake by 5.9% in Q3 2022, buying an estimated $22.3K and bringing the position to 1,898 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #721.

American Portfolios Advisors first reported a position in LPLA in Q2 2020 and has held it in 10 quarters since. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

American Portfolios Advisors held 1,898 shares of LPL Financial worth $415K as of Q3 2022.
American Portfolios Advisors bought 105 LPL Financial shares in Q3 2022, an estimated $22.3K.
LPL Financial made up 0.02% of American Portfolios Advisors's portfolio in Q3 2022, its #721 holding.
American Portfolios Advisors first reported a position in LPL Financial in Q2 2020 and has held it in 10 quarters since.
582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.