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Gateway Wealth Partners’s LPL Financial LPLA Stock Holding History

Gateway Wealth 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
Q2 		– Sell
-2,988
Closed -$605K – 252
2023
Q1 		$605K Buy
+2,988
New +$683K 0.09% 107

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Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
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Kayne Anderson Rudnick Investment Management
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LPC
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SC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Gateway Wealth Partners's LPLA Position: Q2 2023 in Review

Gateway Wealth Partners sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 2,988 shares — an estimated $605K sold.

Gateway Wealth Partners first reported a position in LPLA in Q1 2023 and held it in 1 quarter. The position peaked at $605K in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Gateway Wealth Partners reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Gateway Wealth Partners sold 2,988 LPL Financial shares in Q2 2023, an estimated $605K.
  • Gateway Wealth Partners first reported a position in LPL Financial in Q1 2023 and held it in 1 quarter.
  • Gateway Wealth Partners's LPL Financial position peaked at $605K in Q1 2023.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Gateway Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.