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CWS Financial Advisors’s LPL Financial LPLA Stock Holding History

CWS Financial Advisors’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
Q4 		– Sell
-282
Closed -$67K – 160
2023
Q3 		$67K Buy
+282
New +$65.5K 0.03% 163

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

CWS Financial Advisors's LPLA Position: Q4 2023 in Review

CWS Financial Advisors sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 282 shares — an estimated $67K sold.

CWS Financial Advisors first reported a position in LPLA in Q3 2023 and held it in 1 quarter. The position peaked at $67K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • CWS Financial Advisors reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • CWS Financial Advisors sold 282 LPL Financial shares in Q4 2023, an estimated $67K.
  • CWS Financial Advisors first reported a position in LPL Financial in Q3 2023 and held it in 1 quarter.
  • CWS Financial Advisors's LPL Financial position peaked at $67K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on CWS Financial Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.