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Levy Wealth Management Group’s LPL Financial LPLA Stock Holding History

Levy Wealth Management Group’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
2023
Q1 		– Sell
-1,042
Closed -$225K – 108
2022
Q4 		$225K Buy
+1,042
New +$244K 0.08% 86

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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Levy Wealth Management Group's LPLA Position: Q1 2023 in Review

Levy Wealth Management Group sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 1,042 shares — an estimated $225K sold.

Levy Wealth Management Group first reported a position in LPLA in Q4 2022 and held it in 1 quarter. The position peaked at $225K in Q4 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Levy Wealth Management Group reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Levy Wealth Management Group sold 1,042 LPL Financial shares in Q1 2023, an estimated $225K.
  • Levy Wealth Management Group first reported a position in LPL Financial in Q4 2022 and held it in 1 quarter.
  • Levy Wealth Management Group's LPL Financial position peaked at $225K in Q4 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Levy Wealth Management Group's 13F filing for Q1 2023, filed 5 May 2023.