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Chilton Investment Company’s LPL Financial LPLA Stock Holding History

Chilton Investment Company’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
Q2 		– Sell
-21,178
Closed -$5.6M – 178
2024
Q1 		$5.6M Buy
+21,178
New +$5.35M 0.15% 55

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Chilton Investment Company's LPLA Position: Q2 2024 in Review

Chilton Investment Company sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 21,178 shares — an estimated $5.6M sold.

Chilton Investment Company first reported a position in LPLA in Q1 2024 and held it in 1 quarter. The position peaked at $5.6M in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Chilton Investment Company reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Chilton Investment Company sold 21,178 LPL Financial shares in Q2 2024, an estimated $5.6M.
  • Chilton Investment Company first reported a position in LPL Financial in Q1 2024 and held it in 1 quarter.
  • Chilton Investment Company's LPL Financial position peaked at $5.6M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Chilton Investment Company's 13F filing for Q2 2024, filed 14 Aug 2024.