MWM
LPLA icon

Modera Wealth Management’s LPL Financial LPLA Stock Holding History

Modera 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
2022
Q1 		– Sell
-1,944
Closed -$311K – 494
2021
Q4 		$311K Buy
+1,944
New +$321K 0.01% 398

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Modera Wealth Management's LPLA Position: Q1 2022 in Review

Modera Wealth Management sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 1,944 shares — an estimated $311K sold.

Modera Wealth Management first reported a position in LPLA in Q4 2021 and held it in 1 quarter. The position peaked at $311K in Q4 2021. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Modera Wealth Management reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,944 LPL Financial shares in Q1 2022, an estimated $311K.
  • Modera Wealth Management first reported a position in LPL Financial in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's LPL Financial position peaked at $311K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.