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Hiddenite Capital Partners’s LPL Financial LPLA Stock Holding History

Hiddenite Capital Partners’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
-12,900
Closed -$3.41M – 50
2024
Q1 		$3.41M Buy
+12,900
New +$3.26M 1.31% 26

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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

Hiddenite Capital Partners's LPLA Position: Q2 2024 in Review

Hiddenite Capital Partners sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 12,900 shares — an estimated $3.41M sold.

Hiddenite Capital Partners first reported a position in LPLA in Q1 2024 and held it in 1 quarter. The position peaked at $3.41M in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Hiddenite Capital Partners reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Hiddenite Capital Partners sold 12,900 LPL Financial shares in Q2 2024, an estimated $3.41M.
  • Hiddenite Capital Partners first reported a position in LPL Financial in Q1 2024 and held it in 1 quarter.
  • Hiddenite Capital Partners's LPL Financial position peaked at $3.41M in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Hiddenite Capital Partners's 13F filing for Q2 2024, filed 7 Aug 2024.