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OneAscent Wealth Management’s LPL Financial LPLA Stock Holding History

OneAscent 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
2024
Q1 		– Sell
-1,073
Closed -$244K – 188
2023
Q4 		$244K Hold
1,073
– – 0.1% 147
2023
Q3 		$255K Buy
+1,073
New +$249K 0.11% 131

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

OneAscent Wealth Management's LPLA Position: Q1 2024 in Review

OneAscent Wealth Management sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 1,073 shares — an estimated $244K sold.

OneAscent Wealth Management first reported a position in LPLA in Q3 2023 and held it in 2 quarters. The position peaked at $255K in Q3 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • OneAscent Wealth Management reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • OneAscent Wealth Management sold 1,073 LPL Financial shares in Q1 2024, an estimated $244K.
  • OneAscent Wealth Management first reported a position in LPL Financial in Q3 2023 and held it in 2 quarters.
  • OneAscent Wealth Management's LPL Financial position peaked at $255K in Q3 2023.
  • 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on OneAscent Wealth Management's 13F filing for Q1 2024, filed 16 Apr 2024.