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Laffer Tengler Investments’s LPL Financial LPLA Stock Holding History

Laffer Tengler 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
2024
Q1 		– Sell
-15
Closed -$3.41K – 471
2023
Q4 		$3.41K Buy
+15
New +$3.37K ﹤0.01% 348
2022
Q2 		– Sell
-31
Closed -$5.66K – 416
2022
Q1 		$5.66K Buy
+31
New +$5.4K ﹤0.01% 334

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Laffer Tengler Investments's LPLA Position: Q1 2024 in Review

Laffer Tengler Investments sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 15 shares — an estimated $3.41K sold.

Laffer Tengler Investments first reported a position in LPLA in Q1 2022 and held it in 2 quarters. The position peaked at $5.66K in Q1 2022. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Laffer Tengler Investments reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 15 LPL Financial shares in Q1 2024, an estimated $3.41K.
  • Laffer Tengler Investments first reported a position in LPL Financial in Q1 2022 and held it in 2 quarters.
  • Laffer Tengler Investments's LPL Financial position peaked at $5.66K in Q1 2022.
  • 649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.