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Rock Creek Group’s LPL Financial LPLA Stock Holding History

Rock Creek Group’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 		– Sell
-286
Closed -$53K – 180
2022
Q2 		$53K Buy
+286
New +$54.3K 0.01% 128

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

Rock Creek Group's LPLA Position: Q3 2022 in Review

Rock Creek Group sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 286 shares — an estimated $53K sold.

Rock Creek Group first reported a position in LPLA in Q2 2022 and held it in 1 quarter. The position peaked at $53K in Q2 2022. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Rock Creek Group reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • Rock Creek Group sold 286 LPL Financial shares in Q3 2022, an estimated $53K.
  • Rock Creek Group first reported a position in LPL Financial in Q2 2022 and held it in 1 quarter.
  • Rock Creek Group's LPL Financial position peaked at $53K in Q2 2022.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Rock Creek Group's 13F filing for Q3 2022, filed 10 Nov 2022.