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ICA Group Wealth Management’s LPL Financial LPLA Stock Holding History

ICA Group Wealth 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
2024
Q2 		– Sell
-359
Closed -$94.8K – 1082
2024
Q1 		$94.8K Sell
359
-30
-8% -$7.57K 0.02% 408
2023
Q4 		$88.5K Buy
+389
New +$87.4K 0.02% 379
2023
Q3 		– Sell
-374
Closed -$81.3K – 771
2023
Q2 		$81.3K Buy
374
+42
+13% +$8.41K 0.02% 377
2023
Q1 		$67.2K Buy
332
+8
+2% +$1.83K 0.02% 421
2022
Q4 		$70K Sell
324
-1,451
-82% -$339K 0.02% 437
2022
Q3 		$388K Sell
1,775
-24
-1% -$5.1K 0.08% 218
2022
Q2 		$404K Buy
1,799
+477
+36% +$90.6K 0.08% 224
2022
Q1 		$263K Buy
+1,322
New +$230K 0.05% 308

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

ICA Group Wealth Management's LPLA Position: Q2 2024 in Review

ICA Group Wealth Management sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 359 shares — an estimated $94.8K sold.

ICA Group Wealth Management first reported a position in LPLA in Q1 2022 and held it in 8 quarters. The position peaked at $404K in Q2 2022. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • ICA Group Wealth Management reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 359 LPL Financial shares in Q2 2024, an estimated $94.8K.
  • ICA Group Wealth Management first reported a position in LPL Financial in Q1 2022 and held it in 8 quarters.
  • ICA Group Wealth Management's LPL Financial position peaked at $404K in Q2 2022.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.