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HCP
Hexagon Capital Partners’s
LPL Financial
LPLA
Stock Holding History
Hexagon Capital Partners’s Portfolio
LPLA Stock Details
LPLA Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
–
Sell
-225
Closed
-$73.6K
–
1010
2025
Q1
$73.6K
Sell
225
-16
-7%
-$5.57K
0.01%
378
2024
Q4
$78.7K
Buy
+241
New
+$71.3K
0.01%
377
2024
Q3
–
Sell
-9
Closed
-$2.51K
–
1609
2024
Q2
$2.51K
Hold
9
–
–
﹤0.01%
1130
2024
Q1
$2.38K
Hold
9
–
–
﹤0.01%
1128
2023
Q4
$2.05K
Hold
9
–
–
﹤0.01%
1122
2023
Q3
$2.14K
Hold
9
–
–
﹤0.01%
1057
2023
Q2
$1.96K
Buy
9
+8
+800%
+$1.6K
﹤0.01%
1079
2023
Q1
$202
Sell
1
-4
-80%
-$914
﹤0.01%
1354
2022
Q4
$1.08K
Buy
+5
New
+$1.17K
﹤0.01%
1196
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$1.9T AUM
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1-Year Est. Return
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$298B AUM
21.96%
1-Year Est. Return
LPC
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Greenwich, Connecticut
$12.5B AUM
54.4%
1-Year Est. Return
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$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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