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Fred Alger Management’s LPL Financial LPLA Stock Holding History

Fred Alger Management’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
Q2 		– Sell
-137,461
Closed -$27.8M – 552
2023
Q1 		$27.8M Buy
137,461
+86,366
+169% +$19.7M 0.15% 144
2022
Q4 		$11M Buy
51,095
+50,895
+25,448% +$11.9M 0.06% 204
2022
Q3 		$44K Buy
+200
New +$42.5K ﹤0.01% 468
2022
Q1 		– Sell
-161
Closed -$26K – 532
2021
Q4 		$26K Sell
161
-300
-65% -$49.5K ﹤0.01% 487
2021
Q3 		$72K Sell
461
-51
-10% -$7.33K ﹤0.01% 448
2021
Q2 		$69K Buy
512
+302
+144% +$43.9K ﹤0.01% 459
2021
Q1 		$30K Buy
+210
New +$26.8K ﹤0.01% 448
2015
Q2 		– Sell
-112,261
Closed -$4.92M – 520
2015
Q1 		$4.92M Sell
112,261
-170,853
-60% -$7.55M 0.02% 346
2014
Q4 		$12.6M Buy
283,114
+23,425
+9% +$1.01M 0.06% 232
2014
Q3 		$12M Sell
259,689
-90,734
-26% -$4.37M 0.06% 229
2014
Q2 		$17.4M Buy
350,423
+173,599
+98% +$8.42M 0.09% 199
2014
Q1 		$9.29M Buy
176,824
+898
+0.5% +$47.4K 0.05% 308
2013
Q4 		$8.28M Sell
175,926
-126,780
-42% -$5.32M 0.04% 311
2013
Q3 		$11.6M Sell
302,706
-14,523
-5% -$555K 0.06% 279
2013
Q2 		$12M Buy
+317,229
New +$11.3M 0.07% 265

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return