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Clean Yield Group’s LPL Financial LPLA Stock Holding History

Clean Yield Group’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 		– Sell
-63
Closed -$14.3K – 391
2023
Q4 		$14.3K Hold
63
– – 0.01% 299
2023
Q3 		$14.7K Hold
63
– – 0.01% 302
2023
Q2 		$13.7K Hold
63
– – 0.01% 311
2023
Q1 		$12.8K Hold
63
– – 0.01% 317
2022
Q4 		$13.6K Sell
63
-12
-16% -$2.81K 0.01% 319
2022
Q3 		$16K Buy
75
+12
+19% +$2.55K 0.01% 299
2022
Q2 		$12K Hold
63
– – 0.01% 325
2022
Q1 		$12K Buy
+63
New +$11K ﹤0.01% 349

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
WCM Investment Management
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