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Laurel Wealth Advisors (California)’s LPL Financial LPLA Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$474K Sell
2,194
-1,636
-43% -$382K 0.05% 368
2022
Q3 		$837K Buy
3,830
+1,188
+45% +$253K 0.09% 242
2022
Q2 		$487K Buy
2,642
+12
+0.5% +$2.28K 0.05% 365
2022
Q1 		$480K Hold
2,630
– – 0.04% 426
2021
Q4 		$421K Buy
+2,630
New +$434K 0.03% 504

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Laurel Wealth Advisors (California)'s LPLA Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its LPL Financial (LPLA) stake by 43% in Q4 2022, selling an estimated $382K and leaving 2,194 shares worth $474K. The position accounts for 0.05% of the portfolio, ranked #368.

Laurel Wealth Advisors (California) first reported a position in LPLA in Q4 2021 and has held it in 5 quarters since. The position peaked at $837K in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Laurel Wealth Advisors (California) held 2,194 shares of LPL Financial worth $474K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 1,636 LPL Financial shares in Q4 2022, an estimated $382K.
  • LPL Financial made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #368 holding.
  • Laurel Wealth Advisors (California) first reported a position in LPL Financial in Q4 2021 and has held it in 5 quarters since.
  • Laurel Wealth Advisors (California)'s LPL Financial position peaked at $837K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.