CTI
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Community Trust & Investment’s LPL Financial LPLA Stock Holding History

Community Trust & Investment’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
Q3 		– Sell
-39,381
Closed -$8.56M – 116
2023
Q2 		$8.56M Buy
39,381
+76
+0.2% +$15.2K 0.69% 55
2023
Q1 		$7.96M Sell
39,305
-1,341
-3% -$307K 0.68% 55
2022
Q4 		$8.79M Sell
40,646
-979
-2% -$229K 0.8% 49
2022
Q3 		$9.09M Sell
41,625
-198
-0.5% -$42.1K 0.87% 44
2022
Q2 		$7.72M Buy
41,823
+326
+0.8% +$61.9K 0.71% 55
2022
Q1 		$7.58M Buy
41,497
+271
+0.7% +$47.2K 0.67% 53
2021
Q4 		$6.6M Sell
41,226
-100
-0.2% -$16.5K 0.51% 54
2021
Q3 		$6.48M Buy
+41,326
New +$5.94M 0.54% 54

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return