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Money Concepts Capital’s LPL Financial LPLA Stock Holding History

Money Concepts Capital’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
-194
Closed -$41.9K – 1869
2022
Q4 		$41.9K Sell
194
-153
-44% -$35.8K ﹤0.01% 1317
2022
Q3 		$76K Buy
347
+165
+91% +$35.1K ﹤0.01% 626
2022
Q2 		$33K Buy
182
+130
+250% +$24.7K ﹤0.01% 780
2022
Q1 		$9K Buy
+52
New +$9.05K ﹤0.01% 1988

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Money Concepts Capital's LPLA Position: Q1 2023 in Review

Money Concepts Capital sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 194 shares — an estimated $41.9K sold.

Money Concepts Capital first reported a position in LPLA in Q1 2022 and held it in 4 quarters. The position peaked at $76K in Q3 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Money Concepts Capital reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 194 LPL Financial shares in Q1 2023, an estimated $41.9K.
  • Money Concepts Capital first reported a position in LPL Financial in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's LPL Financial position peaked at $76K in Q3 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.