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CM Wealth Advisors’s LPL Financial LPLA Stock Holding History

CM Wealth 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
2023
Q2 		– Sell
-5,967
Closed -$1.19M – 311
2023
Q1 		$1.19M Buy
+5,967
New +$1.36M 0.23% 123

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CM Wealth Advisors's LPLA Position: Q2 2023 in Review

CM Wealth Advisors sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 5,967 shares — an estimated $1.19M sold.

CM Wealth Advisors first reported a position in LPLA in Q1 2023 and held it in 1 quarter. The position peaked at $1.19M in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • CM Wealth Advisors reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • CM Wealth Advisors sold 5,967 LPL Financial shares in Q2 2023, an estimated $1.19M.
  • CM Wealth Advisors first reported a position in LPL Financial in Q1 2023 and held it in 1 quarter.
  • CM Wealth Advisors's LPL Financial position peaked at $1.19M in Q1 2023.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on CM Wealth Advisors's 13F filing for Q2 2023, filed 15 Aug 2023.