Parallax Volatility Advisers
LPLA icon

Parallax Volatility Advisers’s LPL Financial LPLA Stock Holding History

Parallax Volatility Advisers’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
Q4 		– Sell
-16,172
Closed -$4.78M – 2326
2024
Q3 		$3.76M Buy
+16,172
New +$3.64M 0.1% 917
2022
Q3 		– Sell
-10,653
Closed -$1.97M – 3421
2022
Q2 		$1.97M Buy
+10,653
New +$2.02M ﹤0.01% 1358
2021
Q4 		– Sell
-2,274
Closed -$356K – 2206
2021
Q3 		$356K Buy
2,274
+183
+9% +$26.3K 0.01% 1591
2021
Q2 		$282K Buy
+2,091
New +$304K 0.01% 1248
2019
Q3 		– Sell
-31,947
Closed -$2.61M – 3014
2019
Q2 		$2.61M Buy
31,947
+21,566
+208% +$1.71M 0.03% 952
2019
Q1 		$723K Buy
+10,381
New +$748K 0.01% 1394
2018
Q4 		– Sell
-497
Closed -$32K – 3546
2018
Q3 		$32K Buy
+497
New +$33K ﹤0.01% 2005

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return