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Richardson Financial Services’s LPL Financial LPLA Stock Holding History

Richardson Financial Services’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
Q4 		– Sell
-4
Closed -$1.12K – 637
2024
Q3 		$1.12K Hold
4
– – ﹤0.01% 551
2024
Q2 		$1.12K Hold
4
– – ﹤0.01% 498
2024
Q1 		$1.06K Buy
+4
New +$1.01K ﹤0.01% 545

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Richardson Financial Services's LPLA Position: Q4 2024 in Review

Richardson Financial Services sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 4 shares — an estimated $1.12K sold.

Richardson Financial Services first reported a position in LPLA in Q1 2024 and held it in 3 quarters. The position peaked at $1.12K in Q3 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Richardson Financial Services reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Richardson Financial Services sold 4 LPL Financial shares in Q4 2024, an estimated $1.12K.
  • Richardson Financial Services first reported a position in LPL Financial in Q1 2024 and held it in 3 quarters.
  • Richardson Financial Services's LPL Financial position peaked at $1.12K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Richardson Financial Services's 13F filing for Q4 2024, filed 24 Jan 2025.