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Stamina Capital Management’s LPL Financial LPLA Stock Holding History

Stamina Capital 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
-35,125
Closed -$7.67M – 24
2022
Q3 		$7.67M Buy
35,125
+11,325
+48% +$2.41M 4.07% 7
2022
Q2 		$4.39M Buy
+23,800
New +$4.52M 2.66% 14

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

Stamina Capital Management's LPLA Position: Q4 2022 in Review

Stamina Capital Management sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 35,125 shares — an estimated $7.67M sold.

Stamina Capital Management first reported a position in LPLA in Q2 2022 and held it in 2 quarters. The position peaked at $7.67M in Q3 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Stamina Capital Management reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Stamina Capital Management sold 35,125 LPL Financial shares in Q4 2022, an estimated $7.67M.
  • Stamina Capital Management first reported a position in LPL Financial in Q2 2022 and held it in 2 quarters.
  • Stamina Capital Management's LPL Financial position peaked at $7.67M in Q3 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Stamina Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.