DI
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Disciplined Investments’s LPL Financial LPLA Stock Holding History

Disciplined Investments’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
-16
Closed -$3.48K – 920
2023
Q2 		$3.48K Sell
16
-1
-6% -$200 ﹤0.01% 487
2023
Q1 		$3.44K Hold
17
– – ﹤0.01% 495
2022
Q4 		$3.67K Sell
17
-3
-15% -$701 ﹤0.01% 447
2022
Q3 		$4K Hold
20
– – ﹤0.01% 463
2022
Q2 		$4K Buy
20
+4
+25% +$760 ﹤0.01% 486
2022
Q1 		$3K Buy
+16
New +$2.79K ﹤0.01% 590

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Disciplined Investments's LPLA Position: Q3 2023 in Review

Disciplined Investments sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 16 shares — an estimated $3.48K sold.

Disciplined Investments first reported a position in LPLA in Q1 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2022. 600 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Disciplined Investments reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 16 LPL Financial shares in Q3 2023, an estimated $3.48K.
  • Disciplined Investments first reported a position in LPL Financial in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's LPL Financial position peaked at $4K in Q3 2022.
  • 600 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.