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Kolinsky Wealth Management’s LPL Financial LPLA Stock Holding History

Kolinsky 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
Q4 		$212K Buy
+650
New +$192K 0.13% 161
2024
Q3 		– Sell
-791
Closed -$221K – 182
2024
Q2 		$221K Buy
+791
New +$215K 0.16% 138

Other funds holding LPLA

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Kolinsky Wealth Management's LPLA Position: Q4 2024 in Review

Kolinsky Wealth Management opened a new position in LPL Financial (LPLA) in Q4 2024: 650 shares worth $212K. The stake represents 0.13% of the portfolio and ranks #161 among its holdings. This is a return to the name: Kolinsky Wealth Management previously reported a position in LPLA as recently as Q2 2024.

Kolinsky Wealth Management first reported a position in LPLA in Q2 2024 and has held it in 2 quarters since. The position peaked at $221K in Q2 2024. 726 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Kolinsky Wealth Management held 650 shares of LPL Financial worth $212K as of Q4 2024.
  • LPL Financial was a new Kolinsky Wealth Management position in Q4 2024.
  • LPL Financial made up 0.13% of Kolinsky Wealth Management's portfolio in Q4 2024, its #161 holding.
  • Kolinsky Wealth Management first reported a position in LPL Financial in Q2 2024 and has held it in 2 quarters since.
  • Kolinsky Wealth Management's LPL Financial position peaked at $221K in Q2 2024.
  • 726 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.