Cordant Inc’s LPL Financial LPLA Stock Holding History

Cordant Inc’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 Q2	–	Sell	-29	Closed	-$5K	–	738
2022 Q1	$5K	Buy	+29	New	+$5.05K	﹤0.01%	286
2021 Q4	–	Sell	-11	Closed	-$2K	–	237
2021 Q3	$2K	Buy	+11	New	+$1.58K	﹤0.01%	160

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Cordant Inc's LPLA Position: Q2 2022 in Review

Cordant Inc sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 29 shares — an estimated $5K sold.

Cordant Inc first reported a position in LPLA in Q3 2021 and held it in 2 quarters. The position peaked at $5K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

Cordant Inc reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
Cordant Inc sold 29 LPL Financial shares in Q2 2022, an estimated $5K.
Cordant Inc first reported a position in LPL Financial in Q3 2021 and held it in 2 quarters.
Cordant Inc's LPL Financial position peaked at $5K in Q1 2022.
533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Cordant Inc's 13F filing for Q2 2022, filed 17 Aug 2022.