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PFS Investments’s LPL Financial LPLA Stock Holding History

PFS 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
2023
Q2 		$12.7M Buy
58,632
+6,273
+12% +$1.26M 0.21% 112
2023
Q1 		$9.99M Sell
52,359
-2,253
-4% -$515K 0.17% 127
2022
Q4 		$11.8M Buy
54,612
+4,488
+9% +$1.05M 0.22% 105
2022
Q3 		$11K Buy
50,124
+3,932
+9% +$836K 0.2% 100
2022
Q2 		$8.52M Buy
46,192
+5,762
+14% +$1.09M 0.17% 127
2022
Q1 		$7.39M Buy
40,430
+5,316
+15% +$926K 0.14% 143
2021
Q4 		$5.62M Buy
35,114
+5,827
+20% +$962K 0.11% 176
2021
Q3 		$4.89M Buy
29,287
+6,545
+29% +$940K 0.1% 179
2021
Q2 		$3.13M Buy
22,742
+10,283
+83% +$1.5M 0.07% 210
2021
Q1 		$1.77M Buy
12,459
+2,278
+22% +$291K 0.05% 241
2020
Q4 		$1.19M Buy
10,181
+2,449
+32% +$220K 0.03% 248
2020
Q3 		$593K Buy
7,732
+1,971
+34% +$157K 0.02% 258
2020
Q2 		$452K Buy
+5,761
New +$385K 0.02% 239

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return