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Moneta Group Investment Advisors’s LPL Financial LPLA Stock Holding History

Moneta Group Investment 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
2023
Q1 		– Sell
-36,847
Closed -$8.74M – 549
2022
Q4 		$8.74M Sell
36,847
-6,759
-16% -$1.58M 0.24% 71
2022
Q3 		$9.53M Sell
43,606
-11,213
-20% -$2.38M 0.36% 60
2022
Q2 		$10.1M Buy
54,819
+52,454
+2,218% +$9.96M 0.35% 64
2022
Q1 		$432K Sell
2,365
-34
-1% -$5.92K 0.02% 309
2021
Q4 		$384K Sell
2,399
-370
-13% -$61.1K 0.02% 337
2021
Q3 		$434K Buy
2,769
+850
+44% +$122K 0.02% 302
2021
Q2 		$259K Buy
+1,919
New +$279K 0.01% 389

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
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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Moneta Group Investment Advisors's LPLA Position: Q1 2023 in Review

Moneta Group Investment Advisors sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 36,847 shares — an estimated $8.74M sold.

Moneta Group Investment Advisors first reported a position in LPLA in Q2 2021 and held it in 7 quarters. The position peaked at $10.1M in Q2 2022. 612 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Moneta Group Investment Advisors reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 36,847 LPL Financial shares in Q1 2023, an estimated $8.74M.
  • Moneta Group Investment Advisors first reported a position in LPL Financial in Q2 2021 and held it in 7 quarters.
  • Moneta Group Investment Advisors's LPL Financial position peaked at $10.1M in Q2 2022.
  • 612 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.