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Providence Capital Advisors’s LPL Financial LPLA Stock Holding History

Providence Capital Advisors’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
2022
Q2 		– Sell
-13
Closed -$2K – 388
2022
Q1 		$2K Buy
+13
New +$2.26K ﹤0.01% 372

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Providence Capital Advisors's LPLA Position: Q2 2022 in Review

Providence Capital Advisors sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Providence Capital Advisors first reported a position in LPLA in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 532 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Providence Capital Advisors reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • Providence Capital Advisors sold 13 LPL Financial shares in Q2 2022, an estimated $2K.
  • Providence Capital Advisors first reported a position in LPL Financial in Q1 2022 and held it in 1 quarter.
  • Providence Capital Advisors's LPL Financial position peaked at $2K in Q1 2022.
  • 532 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Providence Capital Advisors's 13F filing for Q2 2022, filed 9 Aug 2022.