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Heritage Wealth Advisors’s LPL Financial LPLA Stock Holding History

Heritage Wealth Advisors’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
Q2 		– Sell
-88
Closed -$23.3K – 526
2024
Q1 		$23.3K Hold
88
– – ﹤0.01% 386
2023
Q4 		$20K Hold
88
– – ﹤0.01% 410
2023
Q3 		$20.9K Buy
+88
New +$20.4K ﹤0.01% 377

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Heritage Wealth Advisors's LPLA Position: Q2 2024 in Review

Heritage Wealth Advisors sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 88 shares — an estimated $23.3K sold.

Heritage Wealth Advisors first reported a position in LPLA in Q3 2023 and held it in 3 quarters. The position peaked at $23.3K in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Heritage Wealth Advisors reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Heritage Wealth Advisors sold 88 LPL Financial shares in Q2 2024, an estimated $23.3K.
  • Heritage Wealth Advisors first reported a position in LPL Financial in Q3 2023 and held it in 3 quarters.
  • Heritage Wealth Advisors's LPL Financial position peaked at $23.3K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Heritage Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.