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Monument Capital Management’s LPL Financial LPLA Stock Holding History

Monument Capital 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
Q3 		– Sell
-9,409
Closed -$2.63M – 205
2024
Q2 		$2.63M Buy
9,409
+255
+3% +$69.2K 0.77% 46
2024
Q1 		$2.42M Buy
9,154
+589
+7% +$149K 0.7% 60
2023
Q4 		$1.95M Buy
+8,565
New +$1.93M 0.63% 55
2018
Q4 		– Sell
-18
Closed -$1K – 227
2018
Q3 		$1K Buy
+18
New +$1.19K ﹤0.01% 288

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Monument Capital Management's LPLA Position: Q3 2024 in Review

Monument Capital Management sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 9,409 shares — an estimated $2.63M sold.

Monument Capital Management first reported a position in LPLA in Q3 2018 and held it in 4 quarters. The position peaked at $2.63M in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Monument Capital Management reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Monument Capital Management sold 9,409 LPL Financial shares in Q3 2024, an estimated $2.63M.
  • Monument Capital Management first reported a position in LPL Financial in Q3 2018 and held it in 4 quarters.
  • Monument Capital Management's LPL Financial position peaked at $2.63M in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Monument Capital Management's 13F filing for Q3 2024, filed 15 Oct 2024.