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Legacy Wealth Planning’s LPL Financial LPLA Stock Holding History

Legacy Wealth Planning’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
Q3 		$415K Buy
1,901
+20
+1% +$4.25K 0.69% 34
2022
Q2 		$347K Hold
1,881
– – 0.5% 45
2022
Q1 		$344K Buy
1,881
+250
+15% +$43.5K 0.41% 51
2021
Q4 		$261K Buy
1,631
+200
+14% +$33K 0.3% 71
2021
Q3 		$224K Buy
+1,431
New +$206K 0.25% 86

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Legacy Wealth Planning's LPLA Position: Q3 2022 in Review

Legacy Wealth Planning increased its LPL Financial (LPLA) stake by 1.1% in Q3 2022, buying an estimated $4.25K and bringing the position to 1,901 shares worth $415K. The position accounts for 0.69% of the portfolio, ranked #34.

Legacy Wealth Planning first reported a position in LPLA in Q3 2021 and has held it in 5 quarters since. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Legacy Wealth Planning held 1,901 shares of LPL Financial worth $415K as of Q3 2022.
  • Legacy Wealth Planning bought 20 LPL Financial shares in Q3 2022, an estimated $4.25K.
  • LPL Financial made up 0.69% of Legacy Wealth Planning's portfolio in Q3 2022, its #34 holding.
  • Legacy Wealth Planning first reported a position in LPL Financial in Q3 2021 and has held it in 5 quarters since.
  • 582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Legacy Wealth Planning's 13F filing for Q3 2022, filed 10 Nov 2022.