Parnassus Investments
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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

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Parnassus Investments's LPLA Position: Q3 2024 in Review

Parnassus Investments sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 56,840 shares — an estimated $15.9M sold.

Parnassus Investments first reported a position in LPLA in Q3 2023 and held it in 4 quarters. The position peaked at $15.9M in Q2 2024. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Parnassus Investments reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Parnassus Investments sold 56,840 LPL Financial shares in Q3 2024, an estimated $15.9M.
  • Parnassus Investments first reported a position in LPL Financial in Q3 2023 and held it in 4 quarters.
  • Parnassus Investments's LPL Financial position peaked at $15.9M in Q2 2024.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Parnassus Investments's 13F filing for Q3 2024, filed 8 Nov 2024.