FDx Advisors’s LPL Financial LPLA Stock Holding History

FDx Advisors’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 Q1	–	Sell	-2,122	Closed	-$483K	–	523
2023 Q4	$483K	Sell	2,122 -279	-12%	-$62.7K	0.04%	397
2023 Q3	$571K	Sell	2,401 -3,443	-59%	-$800K	0.05%	321
2023 Q2	$1.27M	Sell	5,844 -1,436	-20%	-$288K	0.07%	258
2023 Q1	$1.57M	Hold	7,280	–	–	0.07%	228
2022 Q4	$1.57M	Sell	7,280 -4,866	-40%	-$1.14M	0.07%	228
2022 Q3	$2.65M	Sell	12,146 -429	-3%	-$91.2K	0.12%	156
2022 Q2	$2.32M	Buy	12,575 +294	+2%	+$55.8K	0.09%	192
2022 Q1	$2.24M	Buy	12,281 +1,430	+13%	+$249K	0.08%	200
2021 Q4	$1.74M	Buy	10,851 +800	+8%	+$132K	0.05%	249
2021 Q3	$1.58M	Buy	10,051 +2,366	+31%	+$340K	0.05%	253
2021 Q2	$1.04M	Buy	7,685 +1,109	+17%	+$161K	0.03%	327
2021 Q1	$935K	Buy	+6,576	New	+$839K	0.04%	309

Other funds holding LPLA

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

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

FDx Advisors's LPLA Position: Q1 2024 in Review

FDx Advisors sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 2,122 shares — an estimated $483K sold.

FDx Advisors first reported a position in LPLA in Q1 2021 and held it in 12 quarters. The position peaked at $2.65M in Q3 2022. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

FDx Advisors reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
FDx Advisors sold 2,122 LPL Financial shares in Q1 2024, an estimated $483K.
FDx Advisors first reported a position in LPL Financial in Q1 2021 and held it in 12 quarters.
FDx Advisors's LPL Financial position peaked at $2.65M in Q3 2022.
649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on FDx Advisors's 13F filing for Q1 2024, filed 3 May 2024.