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BCM
Brookstone Capital Management’s
LPL Financial
LPLA
Stock Holding History
Brookstone Capital Management’s Portfolio
LPLA Stock Details
LPLA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-1,056
Closed
-$254K
–
836
2022
Q3
$254K
Buy
+1,056
New
+$225K
0.01%
697
2022
Q2
–
Sell
-1,216
Closed
-$244K
–
801
2022
Q1
$244K
Buy
+1,216
New
+$212K
﹤0.01%
689
2015
Q4
–
Sell
-45
Closed
-$2K
–
572
2015
Q3
$2K
Hold
45
–
–
﹤0.01%
1702
2015
Q2
$2K
Buy
+45
New
+$1.95K
﹤0.01%
1816
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$6.9T AUM
27.45%
1-Year Est. Return
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$5.72T AUM
30.48%
1-Year Est. Return
Janus Henderson Group
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$209B AUM
37.72%
1-Year Est. Return
WCM Investment Management
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$43.8B AUM
42.28%
1-Year Est. Return
Fidelity Investments
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$1.9T AUM
41.92%
1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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$34B AUM
6.31%
1-Year Est. Return
LPC
Lone Pine Capital
Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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