JSL
LPLA icon

JT Stratford LLC’s LPL Financial LPLA Stock Holding History

JT Stratford LLC’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
Q2 		– Sell
-1,684
Closed -$308K – 220
2022
Q1 		$308K Hold
1,684
– – 0.09% 162
2021
Q4 		$270K Hold
1,684
– – 0.07% 181
2021
Q3 		$264K Buy
+1,684
New +$242K 0.08% 185

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

JT Stratford LLC's LPLA Position: Q2 2022 in Review

JT Stratford LLC sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 1,684 shares — an estimated $308K sold.

JT Stratford LLC first reported a position in LPLA in Q3 2021 and held it in 3 quarters. The position peaked at $308K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • JT Stratford LLC reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • JT Stratford LLC sold 1,684 LPL Financial shares in Q2 2022, an estimated $308K.
  • JT Stratford LLC first reported a position in LPL Financial in Q3 2021 and held it in 3 quarters.
  • JT Stratford LLC's LPL Financial position peaked at $308K in Q1 2022.
  • 533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on JT Stratford LLC's 13F filing for Q2 2022, filed 15 Aug 2022.