AIA
LPLA icon

Avalon Investment & Advisory’s LPL Financial LPLA Stock Holding History

Avalon Investment & Advisory’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
-89,954
Closed -$19.4M – 323
2022
Q4 		$19.4M Buy
89,954
+13,157
+17% +$3.08M 0.55% 59
2022
Q3 		$16.8M Buy
+76,797
New +$16.3M 0.52% 63

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
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 $5.86B 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 $240B AUM 35.51% 1-Year Est. Return

Avalon Investment & Advisory's LPLA Position: Q1 2023 in Review

Avalon Investment & Advisory sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 89,954 shares — an estimated $19.4M sold.

Avalon Investment & Advisory first reported a position in LPLA in Q3 2022 and held it in 2 quarters. The position peaked at $19.4M in Q4 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Avalon Investment & Advisory reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Avalon Investment & Advisory sold 89,954 LPL Financial shares in Q1 2023, an estimated $19.4M.
  • Avalon Investment & Advisory first reported a position in LPL Financial in Q3 2022 and held it in 2 quarters.
  • Avalon Investment & Advisory's LPL Financial position peaked at $19.4M in Q4 2022.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Avalon Investment & Advisory's 13F filing for Q1 2023, filed 15 May 2023.