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Lenox Wealth Advisors’s LPL Financial LPLA Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-7
Closed -$1K – 897
2021
Q4 		$1K Buy
+7
New +$1.16K ﹤0.01% 868
2014
Q1 		– Sell
-36
Closed -$2K – 278
2013
Q4 		$2K Buy
+36
New +$1.51K ﹤0.01% 315

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Lenox Wealth Advisors's LPLA Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 7 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in LPLA in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 7 LPL Financial shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in LPL Financial in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's LPL Financial position peaked at $2K in Q4 2013.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.