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Liberty Wealth Management’s LPL Financial LPLA Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-177
Closed -$29K – 703
2021
Q3 		$29K Buy
177
+158
+832% +$22.7K 0.01% 551
2021
Q2 		$3K Buy
+19
New +$2.76K ﹤0.01% 870

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $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 $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Liberty Wealth Management's LPLA Position: Q4 2021 in Review

Liberty Wealth Management sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 177 shares — an estimated $29K sold.

Liberty Wealth Management first reported a position in LPLA in Q2 2021 and held it in 2 quarters. The position peaked at $29K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

  • Liberty Wealth Management reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 177 LPL Financial shares in Q4 2021, an estimated $29K.
  • Liberty Wealth Management first reported a position in LPL Financial in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's LPL Financial position peaked at $29K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.