Farmers & Merchants Investments Inc’s LPL Financial LPLA Stock Holding History

Farmers & Merchants Investments Inc’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
2022 Q3	–	Sell	-49	Closed	-$9K	–	1662
2022 Q2	$9K	Sell	49 -12	-20%	-$2.28K	﹤0.01%	724
2022 Q1	$11K	Sell	61 -10	-14%	-$1.74K	﹤0.01%	716
2021 Q4	$11K	Sell	71 -4	-5%	-$660	﹤0.01%	733
2021 Q3	$12K	Buy	75 +4	+6%	+$575	﹤0.01%	661
2021 Q2	$10K	Hold	71	–	–	﹤0.01%	654
2021 Q1	$10K	Sell	71 -21	-23%	-$2.68K	﹤0.01%	623
2020 Q4	$10K	Hold	92	–	–	﹤0.01%	595
2020 Q3	$7K	Hold	92	–	–	﹤0.01%	648
2020 Q2	$7K	Buy	+92	New	+$6.15K	﹤0.01%	635
2016 Q1	–	Sell	-272	Closed	-$12K	–	748
2015 Q4	$12K	Buy	272 +88	+48%	+$3.75K	﹤0.01%	447
2015 Q3	$7K	Buy	+184	New	+$7.92K	﹤0.01%	540

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Farmers & Merchants Investments Inc's LPLA Position: Q3 2022 in Review

Farmers & Merchants Investments Inc sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 49 shares — an estimated $9K sold.

Farmers & Merchants Investments Inc first reported a position in LPLA in Q3 2015 and held it in 11 quarters. The position peaked at $12K in Q3 2021. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

Farmers & Merchants Investments Inc reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
Farmers & Merchants Investments Inc sold 49 LPL Financial shares in Q3 2022, an estimated $9K.
Farmers & Merchants Investments Inc first reported a position in LPL Financial in Q3 2015 and held it in 11 quarters.
Farmers & Merchants Investments Inc's LPL Financial position peaked at $12K in Q3 2021.
582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Farmers & Merchants Investments Inc's 13F filing for Q3 2022, filed 31 Oct 2022.