ACM
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AUA Capital Management’s LPL Financial LPLA Stock Holding History

AUA Capital Management’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
2023
Q1 		– Sell
-19
Closed -$4.11K – 227
2022
Q4 		$4.11K Sell
19
-5
-21% -$1.17K ﹤0.01% 197
2022
Q3 		$5K Sell
24
-6
-20% -$1.28K ﹤0.01% 196
2022
Q2 		$6K Sell
30
-1
-3% -$190 ﹤0.01% 192
2022
Q1 		$6K Hold
31
– – ﹤0.01% 198
2021
Q4 		$5K Hold
31
– – ﹤0.01% 199
2021
Q3 		$5K Hold
31
– – ﹤0.01% 193
2021
Q2 		$4K Hold
31
– – ﹤0.01% 212
2021
Q1 		$4K Hold
31
– – ﹤0.01% 222
2020
Q4 		$3K Hold
31
– – ﹤0.01% 229
2020
Q3 		$2K Buy
+31
New +$2.46K ﹤0.01% 239

Other funds holding LPLA

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return