Inspire Investing’s LPL Financial LPLA Stock Holding History

Inspire Investing’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 Q1	–	Sell	-9,003	Closed	-$2.05M	–	841
2023 Q4	$2.05M	Buy	9,003 +395	+5%	+$88.8K	0.23%	106
2023 Q3	$2.05M	Sell	8,608 -1,541	-15%	-$358K	0.26%	88
2023 Q2	$2.21M	Sell	10,149 -4,093	-29%	-$820K	0.27%	88
2023 Q1	$2.88M	Buy	14,242 +4,308	+43%	+$985K	0.37%	63
2022 Q4	$2.15M	Buy	9,934 +529	+6%	+$124K	0.28%	80
2022 Q3	$2.06M	Buy	9,405 +7,765	+473%	+$1.65M	0.29%	79
2022 Q2	$303K	Buy	+1,640	New	+$311K	0.04%	270
2021 Q1	–	Sell	-3,074	Closed	-$320K	–	679
2020 Q4	$320K	Buy	+3,074	New	+$276K	0.07%	410
2020 Q2	–	Sell	-750	Closed	-$41K	–	621
2020 Q1	$41K	Buy	+750	New	+$60.5K	0.02%	570

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Inspire Investing's LPLA Position: Q1 2024 in Review

Inspire Investing sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 9,003 shares — an estimated $2.05M sold.

Inspire Investing first reported a position in LPLA in Q1 2020 and held it in 9 quarters. The position peaked at $2.88M in Q1 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

Inspire Investing reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
Inspire Investing sold 9,003 LPL Financial shares in Q1 2024, an estimated $2.05M.
Inspire Investing first reported a position in LPL Financial in Q1 2020 and held it in 9 quarters.
Inspire Investing's LPL Financial position peaked at $2.88M in Q1 2023.
647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Inspire Investing's 13F filing for Q1 2024, filed 7 May 2024.