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Knights of Columbus Asset Advisors’s LPL Financial LPLA Stock Holding History

Knights of Columbus Asset Advisors’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
Q4 		– Sell
-14,609
Closed -$3.4M – 405
2024
Q3 		$3.4M Sell
14,609
-555
-4% -$125K 0.22% 134
2024
Q2 		$4.24M Buy
15,164
+80
+0.5% +$21.7K 0.28% 122
2024
Q1 		$3.99M Buy
15,084
+5,666
+60% +$1.43M 0.29% 120
2023
Q4 		$2.14M Buy
9,418
+126
+1% +$28.3K 0.14% 224
2023
Q3 		$2.21M Buy
+9,292
New +$2.16M 0.2% 156
2021
Q4 		– Sell
-69,615
Closed -$10.9M – 322
2021
Q3 		$10.9M Buy
69,615
+689
+1% +$99K 0.98% 12
2021
Q2 		$9.3M Buy
68,926
+25,189
+58% +$3.66M 0.86% 13
2021
Q1 		$6.22M Buy
43,737
+2,102
+5% +$268K 0.61% 34
2020
Q4 		$4.34M Buy
41,635
+2,762
+7% +$248K 0.46% 69
2020
Q3 		$2.98M Buy
38,873
+2,486
+7% +$197K 0.37% 94
2020
Q2 		$2.85M Buy
36,387
+7,722
+27% +$516K 0.35% 92
2020
Q1 		$1.56M Sell
28,665
-16,661
-37% -$1.34M 0.2% 161
2019
Q4 		$4.18M Buy
+45,326
New +$3.89M 0.37% 67

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Knights of Columbus Asset Advisors's LPLA Position: Q4 2024 in Review

Knights of Columbus Asset Advisors sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 14,609 shares — an estimated $3.4M sold.

Knights of Columbus Asset Advisors first reported a position in LPLA in Q4 2019 and held it in 13 quarters. The position peaked at $10.9M in Q3 2021. 725 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Knights of Columbus Asset Advisors reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Knights of Columbus Asset Advisors sold 14,609 LPL Financial shares in Q4 2024, an estimated $3.4M.
  • Knights of Columbus Asset Advisors first reported a position in LPL Financial in Q4 2019 and held it in 13 quarters.
  • Knights of Columbus Asset Advisors's LPL Financial position peaked at $10.9M in Q3 2021.
  • 725 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Knights of Columbus Asset Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.