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Redpoint Investment Management’s LPL Financial LPLA Stock Holding History

Redpoint Investment Management’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
Q3 		$400K Hold
1,829
– – 0.06% 374
2022
Q2 		$337K Buy
+1,829
New +$347K 0.04% 479

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Redpoint Investment Management's LPLA Position: Q3 2022 in Review

Redpoint Investment Management held its LPL Financial (LPLA) position steady in Q3 2022 at 1,829 shares worth $400K. The position accounts for 0.06% of the portfolio, ranked #374.

Redpoint Investment Management first reported a position in LPLA in Q2 2022 and has held it in 2 quarters since. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Redpoint Investment Management held 1,829 shares of LPL Financial worth $400K as of Q3 2022.
  • Redpoint Investment Management left its LPL Financial share count unchanged in Q3 2022.
  • LPL Financial made up 0.06% of Redpoint Investment Management's portfolio in Q3 2022, its #374 holding.
  • Redpoint Investment Management first reported a position in LPL Financial in Q2 2022 and has held it in 2 quarters since.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.