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Macroview Investment Management’s LPL Financial LPLA Stock Holding History

Macroview Investment 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
2024
Q2 		– Sell
-8
Closed -$2.14K – 654
2024
Q1 		$2.14K Hold
8
– – ﹤0.01% 534
2023
Q4 		$1.84K Sell
8
-14
-64% -$3.15K ﹤0.01% 532
2023
Q3 		$5.25K Buy
+22
New +$5.11K 0.01% 415

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Macroview Investment Management's LPLA Position: Q2 2024 in Review

Macroview Investment Management sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 8 shares — an estimated $2.14K sold.

Macroview Investment Management first reported a position in LPLA in Q3 2023 and held it in 3 quarters. The position peaked at $5.25K in Q3 2023. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Macroview Investment Management reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Macroview Investment Management sold 8 LPL Financial shares in Q2 2024, an estimated $2.14K.
  • Macroview Investment Management first reported a position in LPL Financial in Q3 2023 and held it in 3 quarters.
  • Macroview Investment Management's LPL Financial position peaked at $5.25K in Q3 2023.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.