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Convergence Investment Partners’s LPL Financial LPLA Stock Holding History

Convergence Investment Partners’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
Q1 		– Sell
-1,256
Closed -$272K – 219
2022
Q4 		$272K Sell
1,256
-63
-5% -$14.7K 0.16% 142
2022
Q3 		$288K Buy
+1,319
New +$281K 0.19% 119
2017
Q2 		– Sell
-41,029
Closed -$1.63M – 373
2017
Q1 		$1.63M Buy
+41,029
New +$1.61M 0.23% 165
2016
Q2 		– Sell
-52,381
Closed -$1.3M – 349
2016
Q1 		$1.3M Buy
52,381
+28,336
+118% +$765K 0.15% 219
2015
Q4 		$1.03M Sell
24,045
-16,240
-40% -$692K 0.12% 253
2015
Q3 		$1.6M Buy
+40,285
New +$1.73M 0.18% 178
2013
Q3 		– Sell
-24,055
Closed -$908K – 339
2013
Q2 		$908K Buy
+24,055
New +$860K 0.24% 139

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Convergence Investment Partners's LPLA Position: Q1 2023 in Review

Convergence Investment Partners sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 1,256 shares — an estimated $272K sold.

Convergence Investment Partners first reported a position in LPLA in Q2 2013 and held it in 7 quarters. The position peaked at $1.63M in Q1 2017. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Convergence Investment Partners reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Convergence Investment Partners sold 1,256 LPL Financial shares in Q1 2023, an estimated $272K.
  • Convergence Investment Partners first reported a position in LPL Financial in Q2 2013 and held it in 7 quarters.
  • Convergence Investment Partners's LPL Financial position peaked at $1.63M in Q1 2017.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Convergence Investment Partners's 13F filing for Q1 2023, filed 9 May 2023.