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Benjamin F. Edwards & Company’s LPL Financial LPLA Stock Holding History

Benjamin F. Edwards & Company’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
2024
Q2 		$97K Buy
349
+15
+4% +$4.07K ﹤0.01% 1119
2024
Q1 		$88K Sell
334
-18
-5% -$4.54K ﹤0.01% 1135
2023
Q4 		$80K Buy
+352
New +$79.1K ﹤0.01% 1134

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Benjamin F. Edwards & Company's LPLA Position: Q2 2024 in Review

Benjamin F. Edwards & Company increased its LPL Financial (LPLA) stake by 4.5% in Q2 2024, buying an estimated $4.07K and bringing the position to 349 shares worth $97K. The position accounts for ﹤0.01% of the portfolio, ranked #1119.

Benjamin F. Edwards & Company first reported a position in LPLA in Q4 2023 and has held it in 3 quarters since. 676 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Benjamin F. Edwards & Company held 349 shares of LPL Financial worth $97K as of Q2 2024.
  • Benjamin F. Edwards & Company bought 15 LPL Financial shares in Q2 2024, an estimated $4.07K.
  • LPL Financial made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1119 holding.
  • Benjamin F. Edwards & Company first reported a position in LPL Financial in Q4 2023 and has held it in 3 quarters since.
  • 676 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.