D'Orazio & Associates’s LPL Financial LPLA Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-56	Closed	-$9K	–	435
2021 Q3	$9K	Buy	+56	New	+$8.04K	﹤0.01%	553

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

D'Orazio & Associates's LPLA Position: Q4 2021 in Review

D'Orazio & Associates sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 56 shares — an estimated $9K sold.

D'Orazio & Associates first reported a position in LPLA in Q3 2021 and held it in 1 quarter. The position peaked at $9K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

D'Orazio & Associates reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 56 LPL Financial shares in Q4 2021, an estimated $9K.
D'Orazio & Associates first reported a position in LPL Financial in Q3 2021 and held it in 1 quarter.
D'Orazio & Associates's LPL Financial position peaked at $9K in Q3 2021.
434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.