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Atria Wealth Solutions’s LPL Financial LPLA Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-1,436
Closed -$327K – 2023
2023
Q4 		$327K Sell
1,436
-12
-0.8% -$2.7K ﹤0.01% 1434
2023
Q3 		$344K Buy
1,448
+87
+6% +$20.2K ﹤0.01% 1327
2023
Q2 		$296K Buy
1,361
+55
+4% +$11K ﹤0.01% 1452
2023
Q1 		$264K Sell
1,306
-1,594
-55% -$364K ﹤0.01% 1498
2022
Q4 		$627K Buy
2,900
+1,506
+108% +$352K 0.01% 972
2022
Q3 		$305K Sell
1,394
-206
-13% -$43.8K 0.01% 1292
2022
Q2 		$295K Buy
1,600
+323
+25% +$61.3K 0.01% 1222
2022
Q1 		$233K Buy
+1,277
New +$222K ﹤0.01% 1474

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Atria Wealth Solutions's LPLA Position: Q1 2024 in Review

Atria Wealth Solutions sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 1,436 shares — an estimated $327K sold.

Atria Wealth Solutions first reported a position in LPLA in Q1 2022 and held it in 8 quarters. The position peaked at $627K in Q4 2022. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Atria Wealth Solutions reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Atria Wealth Solutions sold 1,436 LPL Financial shares in Q1 2024, an estimated $327K.
  • Atria Wealth Solutions first reported a position in LPL Financial in Q1 2022 and held it in 8 quarters.
  • Atria Wealth Solutions's LPL Financial position peaked at $627K in Q4 2022.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Atria Wealth Solutions's 13F filing for Q1 2024, filed 13 May 2024.