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Foundry Partners’s LPL Financial LPLA Stock Holding History

Foundry Partners’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
-848
Closed -$202K – 309
2023
Q3 		$202K Buy
+848
New +$197K 0.01% 285
2023
Q1 		– Sell
-938
Closed -$203K – 336
2022
Q4 		$203K Buy
+938
New +$219K 0.01% 299

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

Foundry Partners's LPLA Position: Q4 2023 in Review

Foundry Partners sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 848 shares — an estimated $202K sold.

Foundry Partners first reported a position in LPLA in Q4 2022 and held it in 2 quarters. The position peaked at $203K in Q4 2022. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Foundry Partners reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Foundry Partners sold 848 LPL Financial shares in Q4 2023, an estimated $202K.
  • Foundry Partners first reported a position in LPL Financial in Q4 2022 and held it in 2 quarters.
  • Foundry Partners's LPL Financial position peaked at $203K in Q4 2022.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Foundry Partners's 13F filing for Q4 2023, filed 1 Feb 2024.