CWM
LPLA icon

Cordatus Wealth Management’s LPL Financial LPLA Stock Holding History

Cordatus Wealth 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
Q3 		– Sell
-6,123
Closed -$1.13M – 113
2022
Q2 		$1.13M Buy
+6,123
New +$1.16M 0.53% 76

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Cordatus Wealth Management's LPLA Position: Q3 2022 in Review

Cordatus Wealth Management sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 6,123 shares — an estimated $1.13M sold.

Cordatus Wealth Management first reported a position in LPLA in Q2 2022 and held it in 1 quarter. The position peaked at $1.13M in Q2 2022. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Cordatus Wealth Management reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 6,123 LPL Financial shares in Q3 2022, an estimated $1.13M.
  • Cordatus Wealth Management first reported a position in LPL Financial in Q2 2022 and held it in 1 quarter.
  • Cordatus Wealth Management's LPL Financial position peaked at $1.13M in Q2 2022.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Cordatus Wealth Management's 13F filing for Q3 2022, filed 25 Oct 2022.