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Fermata Advisors’s LPL Financial LPLA Stock Holding History

Fermata 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
2022
Q2 		– Sell
-1,179
Closed -$216K – 183
2022
Q1 		$216K Sell
1,179
-72
-6% -$12.5K 0.08% 164
2021
Q4 		$200K Buy
+1,251
New +$206K 0.07% 182

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fermata Advisors's LPLA Position: Q2 2022 in Review

Fermata Advisors sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 1,179 shares — an estimated $216K sold.

Fermata Advisors first reported a position in LPLA in Q4 2021 and held it in 2 quarters. The position peaked at $216K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Fermata Advisors reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • Fermata Advisors sold 1,179 LPL Financial shares in Q2 2022, an estimated $216K.
  • Fermata Advisors first reported a position in LPL Financial in Q4 2021 and held it in 2 quarters.
  • Fermata Advisors's LPL Financial position peaked at $216K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Fermata Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.