EWG Elevate’s LPL Financial LPLA Stock Holding History

EWG Elevate’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 Q1	–	Sell	-1	Closed	-$216	–	455
2022 Q4	$216	Buy	+1	New	+$234	﹤0.01%	821

Other funds holding LPLA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

EWG Elevate's LPLA Position: Q1 2023 in Review

EWG Elevate sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 1 share — an estimated $216 sold.

EWG Elevate first reported a position in LPLA in Q4 2022 and held it in 1 quarter. The position peaked at $216 in Q4 2022. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

EWG Elevate reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
EWG Elevate sold 1 LPL Financial share in Q1 2023, an estimated $216.
EWG Elevate first reported a position in LPL Financial in Q4 2022 and held it in 1 quarter.
EWG Elevate's LPL Financial position peaked at $216 in Q4 2022.
611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on EWG Elevate's 13F filing for Q1 2023, filed 13 Apr 2023.