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Donor Advised Charitable Giving’s LPL Financial LPLA Stock Holding History

Donor Advised Charitable Giving’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
Q2 		– Sell
-1,000
Closed -$264K – 38
2024
Q1 		$264K Buy
+1,000
New +$252K 0.01% 31

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Donor Advised Charitable Giving's LPLA Position: Q2 2024 in Review

Donor Advised Charitable Giving sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,000 shares — an estimated $264K sold.

Donor Advised Charitable Giving first reported a position in LPLA in Q1 2024 and held it in 1 quarter. The position peaked at $264K in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Donor Advised Charitable Giving reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Donor Advised Charitable Giving sold 1,000 LPL Financial shares in Q2 2024, an estimated $264K.
  • Donor Advised Charitable Giving first reported a position in LPL Financial in Q1 2024 and held it in 1 quarter.
  • Donor Advised Charitable Giving's LPL Financial position peaked at $264K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Donor Advised Charitable Giving's 13F filing for Q2 2024, filed 12 Jul 2024.