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Desjardins Global Asset Management’s LPL Financial LPLA Stock Holding History

Desjardins Global Asset 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
Q4 		$102K Buy
446
+6
+1% +$1.35K 0.01% 466
2023
Q3 		$105K Buy
+440
New +$102K 0.01% 463

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

Desjardins Global Asset Management's LPLA Position: Q4 2023 in Review

Desjardins Global Asset Management increased its LPL Financial (LPLA) stake by 1.4% in Q4 2023, buying an estimated $1.35K and bringing the position to 446 shares worth $102K. The position accounts for 0.01% of the portfolio, ranked #466.

Desjardins Global Asset Management first reported a position in LPLA in Q3 2023 and has held it in 2 quarters since. The position peaked at $105K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Desjardins Global Asset Management held 446 shares of LPL Financial worth $102K as of Q4 2023.
  • Desjardins Global Asset Management bought 6 LPL Financial shares in Q4 2023, an estimated $1.35K.
  • LPL Financial made up 0.01% of Desjardins Global Asset Management's portfolio in Q4 2023, its #466 holding.
  • Desjardins Global Asset Management first reported a position in LPL Financial in Q3 2023 and has held it in 2 quarters since.
  • Desjardins Global Asset Management's LPL Financial position peaked at $105K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Desjardins Global Asset Management's 13F filing for Q4 2023, filed 30 Jan 2024.