Avalon Trust’s LPL Financial LPLA Stock Holding History

Avalon Trust’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 Q2	–	Sell	-73	Closed	-$14.8K	–	319
2023 Q1	$14.8K	Buy	+73	New	+$16.7K	﹤0.01%	246

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avalon Trust's LPLA Position: Q2 2023 in Review

Avalon Trust sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 73 shares — an estimated $14.8K sold.

Avalon Trust first reported a position in LPLA in Q1 2023 and held it in 1 quarter. The position peaked at $14.8K in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

Avalon Trust reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
Avalon Trust sold 73 LPL Financial shares in Q2 2023, an estimated $14.8K.
Avalon Trust first reported a position in LPL Financial in Q1 2023 and held it in 1 quarter.
Avalon Trust's LPL Financial position peaked at $14.8K in Q1 2023.
587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Avalon Trust's 13F filing for Q2 2023, filed 9 Aug 2023.