BAAM
LPLA icon

Baker Avenue Asset Management’s LPL Financial LPLA Stock Holding History

Baker Avenue Asset 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
Q4 		– Sell
-33
Closed -$7.88K – 1006
2023
Q3 		$7.88K Buy
33
+5
+18% +$1.16K ﹤0.01% 818
2023
Q2 		$6.12K Sell
28
-60
-68% -$12K ﹤0.01% 821
2023
Q1 		$17.8K Sell
88
-42
-32% -$9.6K ﹤0.01% 682
2022
Q4 		$28.1K Buy
+130
New +$30.4K ﹤0.01% 568

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Baker Avenue Asset Management's LPLA Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 33 shares — an estimated $7.88K sold.

Baker Avenue Asset Management first reported a position in LPLA in Q4 2022 and held it in 4 quarters. The position peaked at $28.1K in Q4 2022. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 33 LPL Financial shares in Q4 2023, an estimated $7.88K.
  • Baker Avenue Asset Management first reported a position in LPL Financial in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's LPL Financial position peaked at $28.1K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.