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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
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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Congress Asset Management's LPLA Position: Q4 2022 in Review

Congress Asset Management sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 15,683 shares — an estimated $3.43M sold.

Congress Asset Management first reported a position in LPLA in Q3 2017 and held it in 21 quarters. The position peaked at $3.72M in Q2 2019. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Congress Asset Management reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Congress Asset Management sold 15,683 LPL Financial shares in Q4 2022, an estimated $3.43M.
  • Congress Asset Management first reported a position in LPL Financial in Q3 2017 and held it in 21 quarters.
  • Congress Asset Management's LPL Financial position peaked at $3.72M in Q2 2019.
  • 629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Congress Asset Management's 13F filing for Q4 2022, filed 18 Jan 2023.