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Dixon Hughes Goodman Wealth Advisors’s LPL Financial LPLA Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$8K Buy
45
+1
+2% +$174 ﹤0.01% 547
2021
Q4 		$7K Buy
+44
New +$7.26K ﹤0.01% 504

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's LPLA Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its LPL Financial (LPLA) stake by 2.3% in Q1 2022, buying an estimated $174 and bringing the position to 45 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #547.

Dixon Hughes Goodman Wealth Advisors first reported a position in LPLA in Q4 2021 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 45 shares of LPL Financial worth $8K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1 LPL Financial share in Q1 2022, an estimated $174.
  • LPL Financial made up ﹤0.01% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #547 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in LPL Financial in Q4 2021 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.