Cetera Advisors’s LPL Financial LPLA Stock Holding History

Cetera Advisors’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	$833K	Buy	+3,153	New	+$796K	0.01%	1245
2023 Q1	–	Sell	-1,623	Closed	-$351K	–	1692
2022 Q4	$351K	Buy	+1,623	New	+$379K	0.01%	1151
2021 Q1	–	Sell	-2,105	Closed	-$219K	–	1233
2020 Q4	$219K	Buy	+2,105	New	+$189K	0.01%	948
2020 Q1	–	Sell	-3,322	Closed	-$307K	–	905
2019 Q4	$307K	Hold	3,322	–	–	0.01%	705
2019 Q3	$272K	Sell	3,322 -40	-1%	-$3.2K	0.01%	718
2019 Q2	$274K	Sell	3,362 -10	-0.3%	-$791	0.01%	731
2019 Q1	$236K	Sell	3,372 -175	-5%	-$12.6K	0.01%	715
2018 Q4	$217K	Hold	3,547	–	–	0.01%	736
2018 Q3	$229K	Hold	3,547	–	–	0.01%	830
2018 Q2	$232K	Hold	3,547	–	–	0.01%	762
2018 Q1	$217K	Buy	+3,547	New	+$220K	0.01%	709

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Cetera Advisors's LPLA Position: Q1 2024 in Review

Cetera Advisors opened a new position in LPL Financial (LPLA) in Q1 2024: 3,153 shares worth $833K. The stake represents 0.01% of the portfolio and ranks #1245 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in LPLA as recently as Q4 2022.

Cetera Advisors first reported a position in LPLA in Q1 2018 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

Cetera Advisors held 3,153 shares of LPL Financial worth $833K as of Q1 2024.
LPL Financial was a new Cetera Advisors position in Q1 2024.
LPL Financial made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1245 holding.
Cetera Advisors first reported a position in LPL Financial in Q1 2018 and has held it in 11 quarters since.
647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

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