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Integrated Wealth Concepts’s Louisiana-Pacific LPX Stock Holding History

Integrated Wealth Concepts’s Portfolio LPX Stock Details LPX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-3,206
Closed -$276K – 2046
2025
Q2 		$276K Sell
3,206
-472
-13% -$41.9K ﹤0.01% 1595
2025
Q1 		$338K Buy
+3,678
New +$384K ﹤0.01% 1336

Other funds holding LPX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
5NCM
59 North Capital Management Houston, Texas $4.49B AUM 6.4% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Integrated Wealth Concepts's LPX Position: Q3 2025 in Review

Integrated Wealth Concepts sold out of Louisiana-Pacific (LPX) in Q3 2025, closing a stake of 3,206 shares — an estimated $276K sold.

Integrated Wealth Concepts first reported a position in LPX in Q1 2025 and held it in 2 quarters. The position peaked at $338K in Q1 2025. 446 funds tracked by Wall St. Rank hold LPX as of Q3 2025.

  • Integrated Wealth Concepts reported no remaining Louisiana-Pacific position as of Q3 2025 after selling out during the quarter.
  • Integrated Wealth Concepts sold 3,206 Louisiana-Pacific shares in Q3 2025, an estimated $276K.
  • Integrated Wealth Concepts first reported a position in Louisiana-Pacific in Q1 2025 and held it in 2 quarters.
  • Integrated Wealth Concepts's Louisiana-Pacific position peaked at $338K in Q1 2025.
  • 446 funds tracked by Wall St. Rank held Louisiana-Pacific as of Q3 2025.

Based on Integrated Wealth Concepts's 13F filing for Q3 2025, filed 14 Nov 2025.