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Provence Wealth Management Group’s LPL Financial LPLA Stock Holding History

Provence Wealth Management Group’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
Q4 		$107K Hold
472
– – 0.06% 178
2023
Q3 		$112K Buy
+472
New +$110K 0.07% 164

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Provence Wealth Management Group's LPLA Position: Q4 2023 in Review

Provence Wealth Management Group held its LPL Financial (LPLA) position steady in Q4 2023 at 472 shares worth $107K. The position accounts for 0.06% of the portfolio, ranked #178.

Provence Wealth Management Group first reported a position in LPLA in Q3 2023 and has held it in 2 quarters since. The position peaked at $112K in Q3 2023. 618 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Provence Wealth Management Group held 472 shares of LPL Financial worth $107K as of Q4 2023.
  • Provence Wealth Management Group left its LPL Financial share count unchanged in Q4 2023.
  • LPL Financial made up 0.06% of Provence Wealth Management Group's portfolio in Q4 2023, its #178 holding.
  • Provence Wealth Management Group first reported a position in LPL Financial in Q3 2023 and has held it in 2 quarters since.
  • Provence Wealth Management Group's LPL Financial position peaked at $112K in Q3 2023.
  • 618 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.