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Gyon Technologies Capital Management’s LPL Financial LPLA Stock Holding History

Gyon Technologies Capital 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
Q1 		– Sell
-10,265
Closed -$2.22M – 228
2022
Q4 		$2.22M Sell
10,265
-2,610
-20% -$610K 0.83% 28
2022
Q3 		$2.81M Buy
+12,875
New +$2.74M 0.88% 29
2022
Q2 		– Sell
-3,675
Closed -$671K – 526
2022
Q1 		$671K Buy
+3,675
New +$640K 0.47% 67
2021
Q1 		– Sell
-36,997
Closed -$3.86M – 453
2020
Q4 		$3.86M Buy
+36,997
New +$3.32M 1.33% 9

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Gyon Technologies Capital Management's LPLA Position: Q1 2023 in Review

Gyon Technologies Capital Management sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 10,265 shares — an estimated $2.22M sold.

Gyon Technologies Capital Management first reported a position in LPLA in Q4 2020 and held it in 4 quarters. The position peaked at $3.86M in Q4 2020. 612 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Gyon Technologies Capital Management reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Gyon Technologies Capital Management sold 10,265 LPL Financial shares in Q1 2023, an estimated $2.22M.
  • Gyon Technologies Capital Management first reported a position in LPL Financial in Q4 2020 and held it in 4 quarters.
  • Gyon Technologies Capital Management's LPL Financial position peaked at $3.86M in Q4 2020.
  • 612 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Gyon Technologies Capital Management's 13F filing for Q1 2023.