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Oak Point Wealth Management’s LPL Financial LPLA Stock Holding History

Oak Point 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
2018
Q1 		$6K Hold
102
– – 0.01% 166
2017
Q4 		$6K Buy
+102
New +$5.37K 0.01% 166

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Oak Point Wealth Management's LPLA Position: Q1 2018 in Review

Oak Point Wealth Management held its LPL Financial (LPLA) position steady in Q1 2018 at 102 shares worth $6K. The position accounts for 0.01% of the portfolio, ranked #166.

Oak Point Wealth Management first reported a position in LPLA in Q4 2017 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold LPLA as of Q1 2018.

  • Oak Point Wealth Management held 102 shares of LPL Financial worth $6K as of Q1 2018.
  • Oak Point Wealth Management left its LPL Financial share count unchanged in Q1 2018.
  • LPL Financial made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #166 holding.
  • Oak Point Wealth Management first reported a position in LPL Financial in Q4 2017 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held LPL Financial as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.