JSF Financial’s LPL Financial LPLA Stock Holding History

JSF Financial’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
2022 Q4	–	Sell	-2,734	Closed	-$597K	–	122
2022 Q3	$597K	Buy	+2,734	New	+$581K	0.23%	52

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

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

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

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

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

LPC

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JSF Financial's LPLA Position: Q4 2022 in Review

JSF Financial sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 2,734 shares — an estimated $597K sold.

JSF Financial first reported a position in LPLA in Q3 2022 and held it in 1 quarter. The position peaked at $597K in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

JSF Financial reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
JSF Financial sold 2,734 LPL Financial shares in Q4 2022, an estimated $597K.
JSF Financial first reported a position in LPL Financial in Q3 2022 and held it in 1 quarter.
JSF Financial's LPL Financial position peaked at $597K in Q3 2022.
628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on JSF Financial's 13F filing for Q4 2022, filed 10 Feb 2023.