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Freedman Financial Associates’s LPL Financial LPLA Stock Holding History

Freedman Financial Associates’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
2022
Q2 		– Sell
-7,962
Closed -$1.47M – 243
2022
Q1 		$1.47M Hold
7,962
– – 1.01% 14
2021
Q4 		$1.27M Hold
7,962
– – 0.87% 16
2021
Q3 		$1.25M Hold
7,962
– – 0.91% 18
2021
Q2 		$1.07M Buy
7,962
+962
+14% +$140K 0.81% 21
2021
Q1 		$995K Hold
7,000
– – 0.82% 20
2020
Q4 		$730K Buy
+7,000
New +$629K 0.66% 23

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Freedman Financial Associates's LPLA Position: Q2 2022 in Review

Freedman Financial Associates sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 7,962 shares — an estimated $1.47M sold.

Freedman Financial Associates first reported a position in LPLA in Q4 2020 and held it in 6 quarters. The position peaked at $1.47M in Q1 2022. 532 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Freedman Financial Associates reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 7,962 LPL Financial shares in Q2 2022, an estimated $1.47M.
  • Freedman Financial Associates first reported a position in LPL Financial in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's LPL Financial position peaked at $1.47M in Q1 2022.
  • 532 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.