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Lisanti Capital Growth’s LPL Financial LPLA Stock Holding History

Lisanti Capital Growth’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
Q4 		– Sell
-34,830
Closed -$7.61M – 146
2022
Q3 		$7.61M Hold
34,830
– – 1.02% 40
2022
Q2 		$6.42M Buy
+34,830
New +$6.61M 0.87% 48
2018
Q3 		– Sell
-10,350
Closed -$678K – 144
2018
Q2 		$678K Buy
+10,350
New +$680K 0.26% 113

Other funds holding LPLA

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lisanti Capital Growth's LPLA Position: Q4 2022 in Review

Lisanti Capital Growth sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 34,830 shares — an estimated $7.61M sold.

Lisanti Capital Growth first reported a position in LPLA in Q2 2018 and held it in 3 quarters. The position peaked at $7.61M in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Lisanti Capital Growth reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Lisanti Capital Growth sold 34,830 LPL Financial shares in Q4 2022, an estimated $7.61M.
  • Lisanti Capital Growth first reported a position in LPL Financial in Q2 2018 and held it in 3 quarters.
  • Lisanti Capital Growth's LPL Financial position peaked at $7.61M in Q3 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Lisanti Capital Growth's 13F filing for Q4 2022, filed 6 Feb 2023.