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Phoenix Financial’s LPL Financial LPLA Stock Holding History

Phoenix Financial’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
Q2 		– Sell
-22,867
Closed -$6.04M – 405
2024
Q1 		$6.04M Buy
22,867
+4,677
+26% +$1.18M 0.08% 123
2023
Q4 		$4.66M Sell
18,190
-8,396
-32% -$1.89M 0.08% 119
2023
Q3 		$6.32M Buy
26,586
+4,695
+21% +$1.09M 0.12% 92
2023
Q2 		$4.76M Buy
21,891
+5,940
+37% +$1.19M 0.1% 95
2023
Q1 		$3.23M Buy
15,951
+2,910
+22% +$665K 0.07% 116
2022
Q4 		$2.82M Buy
13,041
+11,130
+582% +$2.6M 0.05% 115
2022
Q3 		$418K Sell
1,911
-1,791
-48% -$381K 0.01% 256
2022
Q2 		$682K Sell
3,702
-2,353
-39% -$447K 0.01% 261
2022
Q1 		$1.13M Sell
6,055
-670
-10% -$117K 0.02% 252
2021
Q4 		$1.09M Sell
6,725
-420
-6% -$69.3K 0.02% 241
2021
Q3 		$1.13M Buy
+7,145
New +$1.03M 0.02% 263

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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