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Redwood Investment Management’s LPL Financial LPLA Stock Holding History

Redwood 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
2024
Q2 		– Sell
-5,714
Closed -$1.51M – 362
2024
Q1 		$1.51M Sell
5,714
-469
-8% -$118K 0.14% 203
2023
Q4 		$1.41M Sell
6,183
-482
-7% -$108K 0.13% 202
2023
Q3 		$1.58M Sell
6,665
-915
-12% -$212K 0.14% 207
2023
Q2 		$1.65M Buy
+7,580
New +$1.52M 0.17% 181
2021
Q1 		– Sell
-9,396
Closed -$979K – 290
2020
Q4 		$979K Sell
9,396
-78
-0.8% -$7.01K 0.16% 112
2020
Q3 		$726K Buy
+9,474
New +$752K 0.18% 157
2020
Q2 		– Sell
-9,168
Closed -$499K – 251
2020
Q1 		$499K Sell
9,168
-2,052
-18% -$165K 0.32% 131
2019
Q4 		$1.03M Buy
11,220
+350
+3% +$30K 0.26% 118
2019
Q3 		$890K Buy
10,870
+2,926
+37% +$234K 0.24% 131
2019
Q2 		$656K Buy
+7,944
New +$629K 0.18% 136

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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Redwood Investment Management's LPLA Position: Q2 2024 in Review

Redwood Investment Management sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 5,714 shares — an estimated $1.51M sold.

Redwood Investment Management first reported a position in LPLA in Q2 2019 and held it in 10 quarters. The position peaked at $1.65M in Q2 2023. 674 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Redwood Investment Management reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Redwood Investment Management sold 5,714 LPL Financial shares in Q2 2024, an estimated $1.51M.
  • Redwood Investment Management first reported a position in LPL Financial in Q2 2019 and held it in 10 quarters.
  • Redwood Investment Management's LPL Financial position peaked at $1.65M in Q2 2023.
  • 674 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Redwood Investment Management's 13F filing for Q2 2024, filed 14 Aug 2024.