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EdgeRock Capital’s LPL Financial LPLA Stock Holding History

EdgeRock Capital’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
Q3 		– Sell
-32
Closed -$8.94K – 197
2024
Q2 		$8.94K Buy
+32
New +$8.69K 0.01% 209
2024
Q1 		– Sell
-100
Closed -$25.1K – 218
2023
Q4 		$25.1K Buy
+100
New +$22.5K 0.02% 162

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

EdgeRock Capital's LPLA Position: Q3 2024 in Review

EdgeRock Capital sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 32 shares — an estimated $8.94K sold.

EdgeRock Capital first reported a position in LPLA in Q4 2023 and held it in 2 quarters. The position peaked at $25.1K in Q4 2023. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • EdgeRock Capital reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • EdgeRock Capital sold 32 LPL Financial shares in Q3 2024, an estimated $8.94K.
  • EdgeRock Capital first reported a position in LPL Financial in Q4 2023 and held it in 2 quarters.
  • EdgeRock Capital's LPL Financial position peaked at $25.1K in Q4 2023.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on EdgeRock Capital's 13F filing for Q3 2024, filed 15 Oct 2024.