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CreativeOne Wealth’s LPL Financial LPLA Stock Holding History

CreativeOne 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
2023
Q3 		– Sell
-2,788
Closed -$606K – 719
2023
Q2 		$606K Buy
2,788
+569
+26% +$114K 0.03% 444
2023
Q1 		$449K Sell
2,219
-29
-1% -$6.63K 0.02% 498
2022
Q4 		$486K Sell
2,248
-156
-6% -$36.5K 0.03% 439
2022
Q3 		$525K Buy
+2,404
New +$511K 0.03% 390

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CreativeOne Wealth's LPLA Position: Q3 2023 in Review

CreativeOne Wealth sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 2,788 shares — an estimated $606K sold.

CreativeOne Wealth first reported a position in LPLA in Q3 2022 and held it in 4 quarters. The position peaked at $606K in Q2 2023. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • CreativeOne Wealth reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • CreativeOne Wealth sold 2,788 LPL Financial shares in Q3 2023, an estimated $606K.
  • CreativeOne Wealth first reported a position in LPL Financial in Q3 2022 and held it in 4 quarters.
  • CreativeOne Wealth's LPL Financial position peaked at $606K in Q2 2023.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on CreativeOne Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.