Parnassus Investments
LPLA icon

Parnassus Investments’s LPL Financial LPLA Stock Holding History

Parnassus Investments’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
-56,840
Closed -$15.9M – 132
2024
Q2 		$15.9M Hold
56,840
– – 0.03% 111
2024
Q1 		$15M Buy
56,840
+25,196
+80% +$6.36M 0.03% 115
2023
Q4 		$7.2M Hold
31,644
– – 0.02% 115
2023
Q3 		$7.52M Buy
+31,644
New +$7.35M 0.02% 118

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SC
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