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Navellier & Associates’s LPL Financial LPLA Stock Holding History

Navellier & Associates’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
-4,874
Closed -$1.36M – 342
2024
Q2 		$1.36M Sell
4,874
-114
-2% -$30.9K 0.16% 129
2024
Q1 		$1.32M Buy
4,988
+171
+4% +$43.2K 0.16% 134
2023
Q4 		$1.1M Buy
4,817
+584
+14% +$131K 0.16% 139
2023
Q3 		$1.01M Buy
4,233
+211
+5% +$49K 0.17% 133
2023
Q2 		$875K Buy
4,022
+348
+9% +$69.7K 0.17% 131
2023
Q1 		$744K Buy
3,674
+134
+4% +$30.6K 0.16% 139
2022
Q4 		$765K Sell
3,540
-502
-12% -$117K 0.16% 127
2022
Q3 		$883K Sell
4,042
-40
-1% -$8.51K 0.2% 106
2022
Q2 		$753K Buy
4,082
+7
+0.2% +$1.33K 0.16% 138
2022
Q1 		$744K Sell
4,075
-721
-15% -$126K 0.13% 144
2021
Q4 		$768K Sell
4,796
-28
-0.6% -$4.62K 0.11% 158
2021
Q3 		$756K Sell
4,824
-90
-2% -$12.9K 0.11% 160
2021
Q2 		$663K Sell
4,914
-192
-4% -$27.9K 0.1% 173
2021
Q1 		$726K Sell
5,106
-76
-1% -$9.7K 0.13% 144
2020
Q4 		$540K Buy
5,182
+1,115
+27% +$100K 0.1% 159
2020
Q3 		$312K Sell
4,067
-1,525
-27% -$121K 0.07% 178
2020
Q2 		$438K Sell
5,592
-316
-5% -$21.1K 0.1% 147
2020
Q1 		$322K Sell
5,908
-195
-3% -$15.7K 0.08% 173
2019
Q4 		$563K Sell
6,103
-362
-6% -$31.1K 0.09% 176
2019
Q3 		$529K Sell
6,465
-247
-4% -$19.8K 0.09% 173
2019
Q2 		$547K Sell
6,712
-124
-2% -$9.81K 0.08% 176
2019
Q1 		$476K Sell
6,836
-167
-2% -$12K 0.07% 164
2018
Q4 		$428K Sell
7,003
-262
-4% -$16K 0.07% 156
2018
Q3 		$469K Buy
7,265
+2,668
+58% +$177K 0.06% 192
2018
Q2 		$301K Sell
4,597
-70
-1% -$4.6K 0.04% 243
2018
Q1 		$285K Sell
4,667
-127
-3% -$7.87K 0.04% 235
2017
Q4 		$274K Buy
+4,794
New +$252K 0.05% 236

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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Navellier & Associates's LPLA Position: Q3 2024 in Review

Navellier & Associates sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 4,874 shares — an estimated $1.36M sold.

Navellier & Associates first reported a position in LPLA in Q4 2017 and held it in 27 quarters. The position peaked at $1.36M in Q2 2024. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Navellier & Associates reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Navellier & Associates sold 4,874 LPL Financial shares in Q3 2024, an estimated $1.36M.
  • Navellier & Associates first reported a position in LPL Financial in Q4 2017 and held it in 27 quarters.
  • Navellier & Associates's LPL Financial position peaked at $1.36M in Q2 2024.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Navellier & Associates's 13F filing for Q3 2024, filed 12 Nov 2024.