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Kiwi Wealth Investments Limited Partnership’s LPL Financial LPLA Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-7,225
Closed -$1.57M – 132
2023
Q2 		$1.57M Hold
7,225
– – 0.1% 141
2023
Q1 		$1.46M Buy
+7,225
New +$1.65M 0.09% 135

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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's LPLA Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 7,225 shares — an estimated $1.57M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in LPLA in Q1 2023 and held it in 2 quarters. The position peaked at $1.57M in Q2 2023. 598 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 7,225 LPL Financial shares in Q3 2023, an estimated $1.57M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in LPL Financial in Q1 2023 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's LPL Financial position peaked at $1.57M in Q2 2023.
  • 598 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.