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Better Money Decisions’s LPL Financial LPLA Stock Holding History

Better Money Decisions’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 		– Sell
-179
Closed -$33K – 268
2022
Q2 		$33K Buy
+179
New +$34K 0.03% 173
2021
Q4 		– Sell
-179
Closed -$28K – 353
2021
Q3 		$28K Hold
179
– – 0.02% 229
2021
Q2 		$24K Hold
179
– – 0.02% 241
2021
Q1 		$25K Buy
+179
New +$22.8K 0.03% 197

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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 $717B AUM 35.42% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Better Money Decisions's LPLA Position: Q3 2022 in Review

Better Money Decisions sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 179 shares — an estimated $33K sold.

Better Money Decisions first reported a position in LPLA in Q1 2021 and held it in 4 quarters. The position peaked at $33K in Q2 2022. 583 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Better Money Decisions reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • Better Money Decisions sold 179 LPL Financial shares in Q3 2022, an estimated $33K.
  • Better Money Decisions first reported a position in LPL Financial in Q1 2021 and held it in 4 quarters.
  • Better Money Decisions's LPL Financial position peaked at $33K in Q2 2022.
  • 583 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Better Money Decisions's 13F filing for Q3 2022, filed 28 Oct 2022.