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Cambridge Trust’s LPL Financial LPLA Stock Holding History

Cambridge Trust’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
Q4 		– Sell
-21
Closed -$4.99K – 720
2023
Q3 		$4.99K Buy
+21
New +$4.88K ﹤0.01% 627
2022
Q2 		– Sell
-63
Closed -$12K – 909
2022
Q1 		$12K Sell
63
-5
-7% -$871 ﹤0.01% 731
2021
Q4 		$11K Buy
+68
New +$11.2K ﹤0.01% 799

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Cambridge Trust's LPLA Position: Q4 2023 in Review

Cambridge Trust sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 21 shares — an estimated $4.99K sold.

Cambridge Trust first reported a position in LPLA in Q4 2021 and held it in 3 quarters. The position peaked at $12K in Q1 2022. 619 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Cambridge Trust reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Cambridge Trust sold 21 LPL Financial shares in Q4 2023, an estimated $4.99K.
  • Cambridge Trust first reported a position in LPL Financial in Q4 2021 and held it in 3 quarters.
  • Cambridge Trust's LPL Financial position peaked at $12K in Q1 2022.
  • 619 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Cambridge Trust's 13F filing for Q4 2023, filed 31 Jan 2024.