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Magnolia Capital Advisors’s LPL Financial LPLA Stock Holding History

Magnolia Capital 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
2024
Q2 		– Sell
-1,136
Closed -$298K – 140
2024
Q1 		$298K Buy
+1,136
New +$287K 0.25% 79

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

Magnolia Capital Advisors's LPLA Position: Q2 2024 in Review

Magnolia Capital Advisors sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,136 shares — an estimated $298K sold.

Magnolia Capital Advisors first reported a position in LPLA in Q1 2024 and held it in 1 quarter. The position peaked at $298K in Q1 2024. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Magnolia Capital Advisors reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Magnolia Capital Advisors sold 1,136 LPL Financial shares in Q2 2024, an estimated $298K.
  • Magnolia Capital Advisors first reported a position in LPL Financial in Q1 2024 and held it in 1 quarter.
  • Magnolia Capital Advisors's LPL Financial position peaked at $298K in Q1 2024.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Magnolia Capital Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.