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
-56,500
Closed -$13.1M – 2327
2024
Q3 		$13.1M Buy
+56,500
New +$12.7M 0.34% 454
2022
Q3 		– Sell
-85,000
Closed -$15.7M – 3422
2022
Q2 		$15.7M Buy
+85,000
New +$16.1M 0.04% 565
2021
Q4 		– Sell
-14,900
Closed -$2.34M – 2207
2021
Q3 		$2.34M Buy
+14,900
New +$2.14M 0.04% 1081
2017
Q2 		– Sell
-1,300
Closed -$52K – 3451
2017
Q1 		$52K Buy
+1,300
New +$51.1K ﹤0.01% 2584

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