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Cumberland Partners’s LPL Financial LPLA Stock Holding History

Cumberland 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
Q1 		– Sell
-2,750
Closed -$626K – 205
2023
Q4 		$626K Buy
2,750
+750
+38% +$169K 0.06% 144
2023
Q3 		$475K Buy
+2,000
New +$464K 0.05% 144
2023
Q2 		– Sell
-4,500
Closed -$911K – 172
2023
Q1 		$911K Sell
4,500
-1,000
-18% -$229K 0.09% 107
2022
Q4 		$1.19M Buy
5,500
+1,000
+22% +$234K 0.13% 97
2022
Q3 		$983K Buy
+4,500
New +$957K 0.1% 101

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Cumberland Partners's LPLA Position: Q1 2024 in Review

Cumberland Partners sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 2,750 shares — an estimated $626K sold.

Cumberland Partners first reported a position in LPLA in Q3 2022 and held it in 5 quarters. The position peaked at $1.19M in Q4 2022. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Cumberland Partners reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Cumberland Partners sold 2,750 LPL Financial shares in Q1 2024, an estimated $626K.
  • Cumberland Partners first reported a position in LPL Financial in Q3 2022 and held it in 5 quarters.
  • Cumberland Partners's LPL Financial position peaked at $1.19M in Q4 2022.
  • 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Cumberland Partners's 13F filing for Q1 2024, filed 9 May 2024.