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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 – 550
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 $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fred Alger Management's LPLA Position: Q2 2023 in Review

Fred Alger Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 137,461 shares — an estimated $27.8M sold.

Fred Alger Management first reported a position in LPLA in Q2 2013 and held it in 15 quarters. The position peaked at $27.8M in Q1 2023. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Fred Alger Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Fred Alger Management sold 137,461 LPL Financial shares in Q2 2023, an estimated $27.8M.
  • Fred Alger Management first reported a position in LPL Financial in Q2 2013 and held it in 15 quarters.
  • Fred Alger Management's LPL Financial position peaked at $27.8M in Q1 2023.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Fred Alger Management's 13F filing for Q2 2023, filed 14 Aug 2023.