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Kula Investments’s LPL Financial LPLA Stock Holding History

Kula Investments’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
Q1 		$687K Buy
3,393
+1,749
+106% +$400K 0.17% 222
2022
Q4 		$355K Buy
+1,644
New +$384K 0.1% 322

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Kula Investments's LPLA Position: Q1 2023 in Review

Kula Investments increased its LPL Financial (LPLA) stake by 106% in Q1 2023, buying an estimated $400K and bringing the position to 3,393 shares worth $687K. The position accounts for 0.17% of the portfolio, ranked #222.

Kula Investments first reported a position in LPLA in Q4 2022 and has held it in 2 quarters since. 611 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Kula Investments held 3,393 shares of LPL Financial worth $687K as of Q1 2023.
  • Kula Investments bought 1,749 LPL Financial shares in Q1 2023, an estimated $400K.
  • LPL Financial made up 0.17% of Kula Investments's portfolio in Q1 2023, its #222 holding.
  • Kula Investments first reported a position in LPL Financial in Q4 2022 and has held it in 2 quarters since.
  • 611 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.