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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 $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

Clean Yield Group's LPLA Position: Q1 2024 in Review

Clean Yield Group sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 63 shares — an estimated $14.3K sold.

Clean Yield Group first reported a position in LPLA in Q1 2022 and held it in 8 quarters. The position peaked at $16K in Q3 2022. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Clean Yield Group reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Clean Yield Group sold 63 LPL Financial shares in Q1 2024, an estimated $14.3K.
  • Clean Yield Group first reported a position in LPL Financial in Q1 2022 and held it in 8 quarters.
  • Clean Yield Group's LPL Financial position peaked at $16K in Q3 2022.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Clean Yield Group's 13F filing for Q1 2024, filed 29 May 2024.