Lee Financial’s LPL Financial LPLA Stock Holding History

Lee Financial’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	-13	Closed	-$2.96K	–	540
2023 Q4	$2.96K	Hold	13	–	–	﹤0.01%	663
2023 Q3	$3.09K	Hold	13	–	–	﹤0.01%	592
2023 Q2	$2.83K	Hold	13	–	–	﹤0.01%	593
2023 Q1	$2.63K	Hold	13	–	–	﹤0.01%	621
2022 Q4	$2.81K	Hold	13	–	–	﹤0.01%	631
2022 Q3	$3K	Hold	13	–	–	﹤0.01%	624
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	705
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	658
2021 Q4	$2K	Hold	13	–	–	﹤0.01%	755
2021 Q3	$2K	Hold	13	–	–	﹤0.01%	627
2021 Q2	$2K	Buy	+13	New	+$1.89K	﹤0.01%	588

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Lee Financial's LPLA Position: Q1 2024 in Review

Lee Financial sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 13 shares — an estimated $2.96K sold.

Lee Financial first reported a position in LPLA in Q2 2021 and held it in 11 quarters. The position peaked at $3.09K in Q3 2023. 649 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

Lee Financial reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
Lee Financial sold 13 LPL Financial shares in Q1 2024, an estimated $2.96K.
Lee Financial first reported a position in LPL Financial in Q2 2021 and held it in 11 quarters.
Lee Financial's LPL Financial position peaked at $3.09K in Q3 2023.
649 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.