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CTC Capital Management’s LPL Financial LPLA Stock Holding History

CTC Capital 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
2023
Q1 		$233K Sell
1,150
-50
-4% -$11.4K 0.49% 40
2022
Q4 		$259K Buy
+1,200
New +$281K 0.3% 69
2022
Q2 		– Sell
-4,000
Closed -$731K – 124
2022
Q1 		$731K Buy
+4,000
New +$697K 1.97% 6

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CTC Capital Management's LPLA Position: Q1 2023 in Review

CTC Capital Management reduced its LPL Financial (LPLA) stake by 4.2% in Q1 2023, selling an estimated $11.4K and leaving 1,150 shares worth $233K. The position accounts for 0.49% of the portfolio, ranked #40.

CTC Capital Management first reported a position in LPLA in Q1 2022 and has held it in 3 quarters since. The position peaked at $731K in Q1 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • CTC Capital Management held 1,150 shares of LPL Financial worth $233K as of Q1 2023.
  • CTC Capital Management sold 50 LPL Financial shares in Q1 2023, an estimated $11.4K.
  • LPL Financial made up 0.49% of CTC Capital Management's portfolio in Q1 2023, its #40 holding.
  • CTC Capital Management first reported a position in LPL Financial in Q1 2022 and has held it in 3 quarters since.
  • CTC Capital Management's LPL Financial position peaked at $731K in Q1 2022.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on CTC Capital Management's 13F filing for Q1 2023, filed 5 May 2023.