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Connectus Wealth’s LPL Financial LPLA Stock Holding History

Connectus Wealth’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
-5,934
Closed -$1.35M – 453
2023
Q4 		$1.35M Sell
5,934
-122
-2% -$27.4K 0.03% 302
2023
Q3 		$1.44M Buy
6,056
+14
+0.2% +$3.25K 0.03% 287
2023
Q2 		$1.31M Sell
6,042
-464
-7% -$92.9K 0.03% 259
2023
Q1 		$1.32M Buy
6,506
+192
+3% +$43.9K 0.03% 262
2022
Q4 		$1.36M Buy
+6,314
New +$1.48M 0.03% 253

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Connectus Wealth's LPLA Position: Q1 2024 in Review

Connectus Wealth sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 5,934 shares — an estimated $1.35M sold.

Connectus Wealth first reported a position in LPLA in Q4 2022 and held it in 5 quarters. The position peaked at $1.44M in Q3 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Connectus Wealth reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Connectus Wealth sold 5,934 LPL Financial shares in Q1 2024, an estimated $1.35M.
  • Connectus Wealth first reported a position in LPL Financial in Q4 2022 and held it in 5 quarters.
  • Connectus Wealth's LPL Financial position peaked at $1.44M in Q3 2023.
  • 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.