QT
LPLA icon

Quantamental Technologies’s LPL Financial LPLA Stock Holding History

Quantamental Technologies’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
Q4 		– Sell
-1,493
Closed -$326K – 569
2022
Q3 		$326K Buy
+1,493
New +$318K 0.13% 282
2021
Q3 		– Sell
-3,402
Closed -$459K – 347
2021
Q2 		$459K Buy
+3,402
New +$495K 0.41% 90
2020
Q1 		– Sell
-3,131
Closed -$289K – 281
2019
Q4 		$289K Buy
+3,131
New +$269K 0.15% 265
2019
Q3 		– Sell
-1,470
Closed -$120K – 1690
2019
Q2 		$120K Sell
1,470
-2,336
-61% -$185K 0.04% 606
2019
Q1 		$265K Sell
3,806
-980
-20% -$70.6K 0.12% 279
2018
Q4 		$292K Buy
+4,786
New +$292K 0.17% 159

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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return