Graves Light Lenhart Wealth’s LPL Financial LPLA Stock Holding History

Graves Light Lenhart Wealth’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	-674	Closed	-$123K	–	663
2022 Q1	$123K	Hold	674	–	–	0.02%	231
2021 Q4	$108K	Hold	674	–	–	0.02%	285
2021 Q3	$106K	Hold	674	–	–	0.02%	265
2021 Q2	$91K	Hold	674	–	–	0.01%	296
2021 Q1	$96K	Buy	+674	New	+$86K	0.02%	281

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Graves Light Lenhart Wealth's LPLA Position: Q2 2022 in Review

Graves Light Lenhart Wealth sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 674 shares — an estimated $123K sold.

Graves Light Lenhart Wealth first reported a position in LPLA in Q1 2021 and held it in 5 quarters. The position peaked at $123K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

Graves Light Lenhart Wealth reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 674 LPL Financial shares in Q2 2022, an estimated $123K.
Graves Light Lenhart Wealth first reported a position in LPL Financial in Q1 2021 and held it in 5 quarters.
Graves Light Lenhart Wealth's LPL Financial position peaked at $123K in Q1 2022.
533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.