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Glassman Wealth Services’s LPL Financial LPLA Stock Holding History

Glassman Wealth Services’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
2024
Q1 		– Sell
-42
Closed -$9.56K – 1096
2023
Q4 		$9.56K Buy
42
+2
+5% +$450 ﹤0.01% 898
2023
Q3 		$9.51K Hold
40
– – ﹤0.01% 873
2023
Q2 		$8.7K Sell
40
-2
-5% -$400 ﹤0.01% 848
2023
Q1 		$8.5K Buy
42
+3
+8% +$686 ﹤0.01% 864
2022
Q4 		$8.43K Buy
39
+3
+8% +$701 ﹤0.01% 881
2022
Q3 		$8K Buy
36
+1
+3% +$213 ﹤0.01% 868
2022
Q2 		$6K Buy
35
+9
+35% +$1.71K ﹤0.01% 954
2022
Q1 		$5K Buy
26
+6
+30% +$1.04K ﹤0.01% 1004
2021
Q4 		$3K Buy
20
+9
+82% +$1.49K ﹤0.01% 1112
2021
Q3 		$2K Buy
11
+7
+175% +$1K ﹤0.01% 1185
2021
Q2 		$1K Hold
4
– – ﹤0.01% 1323
2021
Q1 		$1K Buy
4
+1
+33% +$128 ﹤0.01% 1280
2020
Q4 		$0 Hold
3
– – ﹤0.01% 1451
2020
Q3 		$0 Hold
3
– – ﹤0.01% 1414
2020
Q2 		$0 Sell
3
-3
-50% -$200 ﹤0.01% 1398
2020
Q1 		$0 Buy
+6
New +$484 ﹤0.01% 1369

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Glassman Wealth Services's LPLA Position: Q1 2024 in Review

Glassman Wealth Services sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 42 shares — an estimated $9.56K sold.

Glassman Wealth Services first reported a position in LPLA in Q1 2020 and held it in 16 quarters. The position peaked at $9.56K in Q4 2023. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Glassman Wealth Services reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 42 LPL Financial shares in Q1 2024, an estimated $9.56K.
  • Glassman Wealth Services first reported a position in LPL Financial in Q1 2020 and held it in 16 quarters.
  • Glassman Wealth Services's LPL Financial position peaked at $9.56K in Q4 2023.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.