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Cornerstone Investment Partners’s LPL Financial LPLA Stock Holding History

Cornerstone 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
2024
Q2 		– Sell
-963
Closed -$254K – 249
2024
Q1 		$254K Sell
963
-49
-5% -$12.4K 0.01% 141
2023
Q4 		$230K Sell
1,012
-490
-33% -$110K 0.01% 154
2023
Q3 		$357K Sell
1,502
-167,721
-99% -$38.9M 0.02% 93
2023
Q2 		$36.8M Sell
169,223
-1,847
-1% -$370K 2.26% 24
2023
Q1 		$34.6M Sell
171,070
-11,902
-7% -$2.72M 2.29% 28
2022
Q4 		$39.6M Sell
182,972
-940
-0.5% -$220K 2.54% 22
2022
Q3 		$40.2M Buy
183,912
+668
+0.4% +$142K 2.88% 18
2022
Q2 		$33.8M Sell
183,244
-426
-0.2% -$80.9K 2.27% 25
2022
Q1 		$33.6M Buy
183,670
+180,356
+5,442% +$31.4M 1.92% 28
2021
Q4 		$531K Buy
3,314
+1,482
+81% +$245K 0.03% 69
2021
Q3 		$287K Buy
+1,832
New +$263K 0.02% 108

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Cornerstone Investment Partners's LPLA Position: Q2 2024 in Review

Cornerstone Investment Partners sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 963 shares — an estimated $254K sold.

Cornerstone Investment Partners first reported a position in LPLA in Q3 2021 and held it in 11 quarters. The position peaked at $40.2M in Q3 2022. 675 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Cornerstone Investment Partners reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Cornerstone Investment Partners sold 963 LPL Financial shares in Q2 2024, an estimated $254K.
  • Cornerstone Investment Partners first reported a position in LPL Financial in Q3 2021 and held it in 11 quarters.
  • Cornerstone Investment Partners's LPL Financial position peaked at $40.2M in Q3 2022.
  • 675 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Cornerstone Investment Partners's 13F filing for Q2 2024, filed 12 Aug 2024.