FinTrust Capital Advisors’s LPL Financial LPLA Stock Holding History

FinTrust Capital 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 Q3	$449K	Buy	+2,000	New	+$451K	0.08%	193
2023 Q4	–	Sell	-31	Closed	-$7.37K	–	1307
2023 Q3	$7.37K	Sell	31 -20	-39%	-$4.64K	﹤0.01%	838
2023 Q2	$11K	Hold	51	–	–	﹤0.01%	754
2023 Q1	$11K	Hold	51	–	–	﹤0.01%	752
2022 Q4	$11K	Sell	51 -5	-9%	-$1.17K	﹤0.01%	749
2022 Q3	$14K	Buy	56 +23	+70%	+$4.89K	﹤0.01%	789
2022 Q2	$6K	Buy	+33	New	+$6.27K	﹤0.01%	1005

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

LPC

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

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

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

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

FinTrust Capital Advisors's LPLA Position: Q3 2024 in Review

FinTrust Capital Advisors opened a new position in LPL Financial (LPLA) in Q3 2024: 2,000 shares worth $449K. The stake represents 0.08% of the portfolio and ranks #193 among its holdings. This is a return to the name: FinTrust Capital Advisors previously reported a position in LPLA as recently as Q3 2023.

FinTrust Capital Advisors first reported a position in LPLA in Q2 2022 and has held it in 7 quarters since. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

FinTrust Capital Advisors held 2,000 shares of LPL Financial worth $449K as of Q3 2024.
LPL Financial was a new FinTrust Capital Advisors position in Q3 2024.
LPL Financial made up 0.08% of FinTrust Capital Advisors's portfolio in Q3 2024, its #193 holding.
FinTrust Capital Advisors first reported a position in LPL Financial in Q2 2022 and has held it in 7 quarters since.
642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.