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Redhawk Wealth Advisors’s LPL Financial LPLA Stock Holding History

Redhawk Wealth 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
2023
Q4 		– Sell
-7,322
Closed -$1.74M – 305
2023
Q3 		$1.74M Buy
7,322
+75
+1% +$17.4K 0.58% 40
2023
Q2 		$1.58M Buy
7,247
+275
+4% +$55.1K 0.48% 48
2023
Q1 		$1.41M Buy
6,972
+1,387
+25% +$317K 0.47% 51
2022
Q4 		$1.21M Buy
5,585
+199
+4% +$46.5K 0.47% 61
2022
Q3 		$1.18M Buy
+5,386
New +$1.15M 0.5% 48

Other funds holding LPLA

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
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 $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Redhawk Wealth Advisors's LPLA Position: Q4 2023 in Review

Redhawk Wealth Advisors sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 7,322 shares — an estimated $1.74M sold.

Redhawk Wealth Advisors first reported a position in LPLA in Q3 2022 and held it in 5 quarters. The position peaked at $1.74M in Q3 2023. 617 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • Redhawk Wealth Advisors reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • Redhawk Wealth Advisors sold 7,322 LPL Financial shares in Q4 2023, an estimated $1.74M.
  • Redhawk Wealth Advisors first reported a position in LPL Financial in Q3 2022 and held it in 5 quarters.
  • Redhawk Wealth Advisors's LPL Financial position peaked at $1.74M in Q3 2023.
  • 617 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on Redhawk Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.