SFO
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Standard Family Office’s LPL Financial LPLA Stock Holding History

Standard Family Office’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
-24
Closed -$5K – 251
2022
Q3 		$5K Hold
24
– – ﹤0.01% 307
2022
Q2 		$4K Buy
+24
New +$4.56K 0.04% 132
2022
Q1 		– Sell
-37
Closed -$6K – 168
2021
Q4 		$6K Buy
+37
New +$6.11K 0.05% 136

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Standard Family Office's LPLA Position: Q4 2022 in Review

Standard Family Office sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 24 shares — an estimated $5K sold.

Standard Family Office first reported a position in LPLA in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Standard Family Office reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Standard Family Office sold 24 LPL Financial shares in Q4 2022, an estimated $5K.
  • Standard Family Office first reported a position in LPL Financial in Q4 2021 and held it in 3 quarters.
  • Standard Family Office's LPL Financial position peaked at $6K in Q4 2021.
  • 629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Standard Family Office's 13F filing for Q4 2022, filed 13 Feb 2023.