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Duality Advisers’s LPL Financial LPLA Stock Holding History

Duality Advisers’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 		– Sell
-8,523
Closed -$2.03M – 667
2023
Q3 		$2.03M Buy
+8,523
New +$1.98M 0.25% 155
2023
Q2 		– Sell
-5,989
Closed -$1.21M – 645
2023
Q1 		$1.21M Sell
5,989
-7,094
-54% -$1.62M 0.14% 260
2022
Q4 		$2.83M Buy
+13,083
New +$3.06M 0.32% 90

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

Duality Advisers's LPLA Position: Q4 2023 in Review

Duality Advisers sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 8,523 shares — an estimated $2.03M sold.

Duality Advisers first reported a position in LPLA in Q4 2022 and held it in 3 quarters. The position peaked at $2.83M in Q4 2022. 618 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Duality Advisers reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Duality Advisers sold 8,523 LPL Financial shares in Q4 2023, an estimated $2.03M.
  • Duality Advisers first reported a position in LPL Financial in Q4 2022 and held it in 3 quarters.
  • Duality Advisers's LPL Financial position peaked at $2.83M in Q4 2022.
  • 618 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Duality Advisers's 13F filing for Q4 2023, filed 1 Feb 2024.