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Carmel Capital Partners’s LPL Financial LPLA Stock Holding History

Carmel Capital Partners’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
-58
Closed -$13.8K – 453
2023
Q3 		$13.8K Buy
+58
New +$13.5K 0.01% 408

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Carmel Capital Partners's LPLA Position: Q4 2023 in Review

Carmel Capital Partners sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 58 shares — an estimated $13.8K sold.

Carmel Capital Partners first reported a position in LPLA in Q3 2023 and held it in 1 quarter. The position peaked at $13.8K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Carmel Capital Partners reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 58 LPL Financial shares in Q4 2023, an estimated $13.8K.
  • Carmel Capital Partners first reported a position in LPL Financial in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's LPL Financial position peaked at $13.8K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.