Investment Research & Advisory Group’s LPL Financial LPLA Stock Holding History

Investment Research & Advisory Group’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 Q3	–	Sell	-23	Closed	-$6.42K	–	215
2024 Q2	$6.42K	Hold	23	–	–	﹤0.01%	164
2024 Q1	$6.08K	Hold	23	–	–	﹤0.01%	165
2023 Q4	$5.24K	Hold	23	–	–	﹤0.01%	161
2023 Q3	$5.47K	Hold	23	–	–	﹤0.01%	165
2023 Q2	$5K	Hold	23	–	–	﹤0.01%	177
2023 Q1	$4.66K	Hold	23	–	–	﹤0.01%	160
2022 Q4	$4.97K	Hold	23	–	–	﹤0.01%	159
2022 Q3	$5K	Hold	23	–	–	﹤0.01%	157
2022 Q2	$4K	Hold	23	–	–	﹤0.01%	165
2022 Q1	$4K	Hold	23	–	–	﹤0.01%	176
2021 Q4	$4K	Hold	23	–	–	﹤0.01%	179
2021 Q3	$4K	Hold	23	–	–	﹤0.01%	140
2021 Q2	$3K	Hold	23	–	–	﹤0.01%	170
2021 Q1	$3K	Hold	23	–	–	﹤0.01%	134
2020 Q4	$2K	Hold	23	–	–	﹤0.01%	143
2020 Q3	$2K	Hold	23	–	–	﹤0.01%	141
2020 Q2	$2K	Hold	23	–	–	﹤0.01%	141
2020 Q1	$1K	Hold	23	–	–	﹤0.01%	146
2019 Q4	$2K	Buy	+23	New	+$1.97K	﹤0.01%	183

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Investment Research & Advisory Group's LPLA Position: Q3 2024 in Review

Investment Research & Advisory Group sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 23 shares — an estimated $6.42K sold.

Investment Research & Advisory Group first reported a position in LPLA in Q4 2019 and held it in 19 quarters. The position peaked at $6.42K in Q2 2024. 645 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Investment Research & Advisory Group reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Investment Research & Advisory Group sold 23 LPL Financial shares in Q3 2024, an estimated $6.42K.
Investment Research & Advisory Group first reported a position in LPL Financial in Q4 2019 and held it in 19 quarters.
Investment Research & Advisory Group's LPL Financial position peaked at $6.42K in Q2 2024.
645 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Investment Research & Advisory Group's 13F filing for Q3 2024, filed 23 Oct 2024.