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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return