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Harvest Investment Services’s LPL Financial LPLA Stock Holding History

Harvest Investment 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
2023
Q2 		– Sell
-4,961
Closed -$1M – 176
2023
Q1 		$1M Buy
4,961
+2,331
+89% +$533K 0.78% 43
2022
Q4 		$569K Buy
2,630
+1,143
+77% +$267K 0.61% 57
2022
Q3 		$324K Sell
1,487
-1,171
-44% -$249K 0.4% 80
2022
Q2 		$490K Buy
2,658
+427
+19% +$81.1K 0.38% 71
2022
Q1 		$407K Buy
+2,231
New +$389K 0.24% 113

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Harvest Investment Services's LPLA Position: Q2 2023 in Review

Harvest Investment Services sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 4,961 shares — an estimated $1M sold.

Harvest Investment Services first reported a position in LPLA in Q1 2022 and held it in 5 quarters. The position peaked at $1M in Q1 2023. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Harvest Investment Services reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Harvest Investment Services sold 4,961 LPL Financial shares in Q2 2023, an estimated $1M.
  • Harvest Investment Services first reported a position in LPL Financial in Q1 2022 and held it in 5 quarters.
  • Harvest Investment Services's LPL Financial position peaked at $1M in Q1 2023.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Harvest Investment Services's 13F filing for Q2 2023, filed 11 Aug 2023.