BDF
LPLA icon

Balasa Dinverno & Foltz’s LPL Financial LPLA Stock Holding History

Balasa Dinverno & Foltz’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
2022
Q3 		$1.02M Buy
4,649
+1,541
+50% +$328K 0.06% 124
2022
Q2 		$573K Buy
+3,108
New +$590K 0.04% 185

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Balasa Dinverno & Foltz's LPLA Position: Q3 2022 in Review

Balasa Dinverno & Foltz increased its LPL Financial (LPLA) stake by 50% in Q3 2022, buying an estimated $328K and bringing the position to 4,649 shares worth $1.02M. The position accounts for 0.06% of the portfolio, ranked #124.

Balasa Dinverno & Foltz first reported a position in LPLA in Q2 2022 and has held it in 2 quarters since. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Balasa Dinverno & Foltz held 4,649 shares of LPL Financial worth $1.02M as of Q3 2022.
  • Balasa Dinverno & Foltz bought 1,541 LPL Financial shares in Q3 2022, an estimated $328K.
  • LPL Financial made up 0.06% of Balasa Dinverno & Foltz's portfolio in Q3 2022, its #124 holding.
  • Balasa Dinverno & Foltz first reported a position in LPL Financial in Q2 2022 and has held it in 2 quarters since.
  • 582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2022, filed 25 Oct 2022.