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Foster & Motley’s LPL Financial LPLA Stock Holding History

Foster & Motley’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
2023
Q4 		– Sell
-1,229
Closed -$292K – 389
2023
Q3 		$292K Sell
1,229
-46
-4% -$10.7K 0.02% 324
2023
Q2 		$277K Buy
+1,275
New +$255K 0.02% 343

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 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

Foster & Motley's LPLA Position: Q4 2023 in Review

Foster & Motley sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 1,229 shares — an estimated $292K sold.

Foster & Motley first reported a position in LPLA in Q2 2023 and held it in 2 quarters. The position peaked at $292K in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Foster & Motley reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Foster & Motley sold 1,229 LPL Financial shares in Q4 2023, an estimated $292K.
  • Foster & Motley first reported a position in LPL Financial in Q2 2023 and held it in 2 quarters.
  • Foster & Motley's LPL Financial position peaked at $292K in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Foster & Motley's 13F filing for Q4 2023, filed 1 Feb 2024.