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Bartlett & Co Wealth Management’s LPL Financial LPLA Stock Holding History

Bartlett & Co Wealth 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
-12
Closed -$2.59K – 1084
2022
Q4 		$2.59K Hold
12
– – ﹤0.01% 995
2022
Q3 		$2.62K Hold
12
– – ﹤0.01% 1018
2022
Q2 		$2.21K Buy
+12
New +$2.28K ﹤0.01% 1168

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

Bartlett & Co Wealth Management's LPLA Position: Q1 2023 in Review

Bartlett & Co Wealth Management sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 12 shares — an estimated $2.59K sold.

Bartlett & Co Wealth Management first reported a position in LPLA in Q2 2022 and held it in 3 quarters. The position peaked at $2.62K in Q3 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Bartlett & Co Wealth Management reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 12 LPL Financial shares in Q1 2023, an estimated $2.59K.
  • Bartlett & Co Wealth Management first reported a position in LPL Financial in Q2 2022 and held it in 3 quarters.
  • Bartlett & Co Wealth Management's LPL Financial position peaked at $2.62K in Q3 2022.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2023, filed 14 Feb 2024.