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Cape Investment Advisory’s LPL Financial LPLA Stock Holding History

Cape Investment Advisory’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
2025
Q3 		– Sell
-13
Closed -$4.88K – 1033
2025
Q2 		$4.88K Sell
13
-23
-64% -$8.06K ﹤0.01% 759
2025
Q1 		$11.8K Hold
36
– – ﹤0.01% 572
2024
Q4 		$11.8K Hold
36
– – ﹤0.01% 549
2024
Q3 		$8.38K Hold
36
– – ﹤0.01% 597
2024
Q2 		$10.1K Buy
36
+23
+177% +$6.24K ﹤0.01% 521
2024
Q1 		$3.44K Hold
13
– – ﹤0.01% 708
2023
Q4 		$2.96K Hold
13
– – ﹤0.01% 868
2023
Q3 		$3.09K Hold
13
– – ﹤0.01% 740
2023
Q2 		$2.83K Hold
13
– – ﹤0.01% 739
2023
Q1 		$2.63K Buy
+13
New +$2.97K ﹤0.01% 779

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Dodge & Cox
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return