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Brookstone Capital Management’s LPL Financial LPLA Stock Holding History

Brookstone Capital 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
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

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Brookstone Capital Management's LPLA Position: Q4 2022 in Review

Brookstone Capital Management sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 1,056 shares — an estimated $254K sold.

Brookstone Capital Management first reported a position in LPLA in Q2 2015 and held it in 4 quarters. The position peaked at $254K in Q3 2022. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Brookstone Capital Management reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Brookstone Capital Management sold 1,056 LPL Financial shares in Q4 2022, an estimated $254K.
  • Brookstone Capital Management first reported a position in LPL Financial in Q2 2015 and held it in 4 quarters.
  • Brookstone Capital Management's LPL Financial position peaked at $254K in Q3 2022.
  • 629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Brookstone Capital Management's 13F filing for Q4 2022, filed 9 Jan 2023.