JWM
LPLA icon

Janiczek Wealth Management’s LPL Financial LPLA Stock Holding History

Janiczek 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 		$44.7K Sell
160
-63
-28% -$17.1K 0.01% 420
2024
Q1 		$58.9K Buy
223
+12
+6% +$3.03K 0.01% 381
2023
Q4 		$48K Sell
211
-25
-11% -$5.62K 0.01% 392
2023
Q3 		$56.1K Buy
236
+100
+74% +$23.2K 0.01% 347
2023
Q2 		$29.6K Buy
136
+99
+268% +$19.8K 0.01% 399
2023
Q1 		$7.51K Buy
37
+36
+3,600% +$8.23K ﹤0.01% 618
2022
Q4 		$227 Buy
+1
New +$234 ﹤0.01% 981

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

Janiczek Wealth Management's LPLA Position: Q2 2024 in Review

Janiczek Wealth Management reduced its LPL Financial (LPLA) stake by 28% in Q2 2024, selling an estimated $17.1K and leaving 160 shares worth $44.7K. The position accounts for 0.01% of the portfolio, ranked #420.

Janiczek Wealth Management first reported a position in LPLA in Q4 2022 and has held it in 7 quarters since. The position peaked at $58.9K in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Janiczek Wealth Management held 160 shares of LPL Financial worth $44.7K as of Q2 2024.
  • Janiczek Wealth Management sold 63 LPL Financial shares in Q2 2024, an estimated $17.1K.
  • LPL Financial made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #420 holding.
  • Janiczek Wealth Management first reported a position in LPL Financial in Q4 2022 and has held it in 7 quarters since.
  • Janiczek Wealth Management's LPL Financial position peaked at $58.9K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.