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Selective Wealth Management’s LPL Financial LPLA Stock Holding History

Selective Wealth 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
Q4 		– Sell
-500
Closed -$109K – 469
2022
Q3 		$109K Buy
+500
New +$106K 0.05% 196

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
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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Selective Wealth Management's LPLA Position: Q4 2022 in Review

Selective Wealth Management sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 500 shares — an estimated $109K sold.

Selective Wealth Management first reported a position in LPLA in Q3 2022 and held it in 1 quarter. The position peaked at $109K in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Selective Wealth Management reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 500 LPL Financial shares in Q4 2022, an estimated $109K.
  • Selective Wealth Management first reported a position in LPL Financial in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's LPL Financial position peaked at $109K in Q3 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.