Congress Asset Management’s LPL Financial LPLA Stock Holding History

Congress Asset Management’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
2022 Q4	–	Sell	-15,683	Closed	-$3.43M	–	381
2022 Q3	$3.43M	Buy	15,683 +1,599	+11%	+$340K	0.04%	230
2022 Q2	$2.6M	Buy	14,084 +515	+4%	+$97.8K	0.02%	256
2022 Q1	$2.48M	Buy	13,569 +534	+4%	+$93K	0.02%	269
2021 Q4	$2.09M	Buy	13,035 +261	+2%	+$43.1K	0.02%	277
2021 Q3	$2M	Buy	12,774 +120	+0.9%	+$17.2K	0.02%	262
2021 Q2	$1.71M	Sell	12,654 -10,611	-46%	-$1.54M	0.01%	277
2021 Q1	$3.31M	Buy	23,265 +1,907	+9%	+$243K	0.03%	233
2020 Q4	$2.23M	Buy	21,358 +2,082	+11%	+$187K	0.02%	236
2020 Q3	$1.48M	Sell	19,276 -1,974	-9%	-$157K	0.02%	240
2020 Q2	$1.67M	Buy	21,250 +4,197	+25%	+$280K	0.02%	239
2020 Q1	$928K	Sell	17,053 -14,910	-47%	-$1.2M	0.01%	253
2019 Q4	$2.95M	Sell	31,963 -9,505	-23%	-$816K	0.04%	225
2019 Q3	$3.4M	Sell	41,468 -4,175	-9%	-$334K	0.04%	223
2019 Q2	$3.72M	Hold	45,643	–	–	0.05%	220
2019 Q1	$3.18M	Sell	45,643 -765	-2%	-$55.1K	0.04%	230
2018 Q4	$2.83M	Buy	46,408 +1,965	+4%	+$120K	0.04%	235
2018 Q3	$2.87M	Buy	44,443 +4,175	+10%	+$277K	0.04%	249
2018 Q2	$2.64M	Sell	40,268 -1,187	-3%	-$78K	0.04%	243
2018 Q1	$2.53M	Buy	41,455 +770	+2%	+$47.7K	0.04%	247
2017 Q4	$2.33M	Sell	40,685 -715	-2%	-$37.6K	0.03%	247
2017 Q3	$2.13M	Buy	+41,400	New	+$1.91M	0.03%	249

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Kayne Anderson Rudnick Investment Management

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return