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Cetera Advisor Networks’s LPL Financial LPLA Stock Holding History

Cetera Advisor Networks’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
2024
Q1 		$2.2M Buy
8,335
+838
+11% +$212K 0.01% 973
2023
Q4 		$1.71M Sell
7,497
-264
-3% -$59.3K 0.01% 1045
2023
Q3 		$1.84M Buy
7,761
+680
+10% +$158K 0.01% 934
2023
Q2 		$1.54M Buy
7,081
+497
+8% +$99.5K 0.01% 993
2023
Q1 		$1.33M Sell
6,584
-601
-8% -$137K 0.01% 1061
2022
Q4 		$1.55M Buy
7,185
+3,113
+76% +$728K 0.01% 936
2022
Q3 		$890K Sell
4,072
-3
-0.1% -$638 0.01% 936
2022
Q2 		$752K Sell
4,075
-89
-2% -$16.9K 0.01% 1029
2022
Q1 		$761K Buy
4,164
+222
+6% +$38.7K 0.01% 1045
2021
Q4 		$631K Buy
3,942
+1,552
+65% +$256K 0.01% 1133
2021
Q3 		$375K Buy
2,390
+216
+10% +$31K 0.01% 1389
2021
Q2 		$293K Buy
+2,174
New +$316K ﹤0.01% 1515
2020
Q3 		– Sell
-85
Closed -$7K – 2251
2020
Q2 		$7K Buy
+85
New +$5.68K ﹤0.01% 2864

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Cetera Advisor Networks's LPLA Position: Q1 2024 in Review

Cetera Advisor Networks increased its LPL Financial (LPLA) stake by 11% in Q1 2024, buying an estimated $212K and bringing the position to 8,335 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #973.

Cetera Advisor Networks first reported a position in LPLA in Q2 2020 and has held it in 13 quarters since. 648 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Cetera Advisor Networks held 8,335 shares of LPL Financial worth $2.2M as of Q1 2024.
  • Cetera Advisor Networks bought 838 LPL Financial shares in Q1 2024, an estimated $212K.
  • LPL Financial made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #973 holding.
  • Cetera Advisor Networks first reported a position in LPL Financial in Q2 2020 and has held it in 13 quarters since.
  • 648 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.