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Stelac Advisory Services’s LPL Financial LPLA Stock Holding History

Stelac Advisory 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
2023
Q3 		– Sell
-3,437
Closed -$747K – 137
2023
Q2 		$747K Sell
3,437
-197
-5% -$39.4K 0.33% 55
2023
Q1 		$736K Sell
3,634
-25
-0.7% -$5.71K 0.32% 50
2022
Q4 		$791K Buy
3,659
+199
+6% +$46.5K 0.36% 48
2022
Q3 		$756K Buy
3,460
+974
+39% +$207K 0.34% 49
2022
Q2 		$459K Buy
+2,486
New +$472K 0.18% 91

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Stelac Advisory Services's LPLA Position: Q3 2023 in Review

Stelac Advisory Services sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 3,437 shares — an estimated $747K sold.

Stelac Advisory Services first reported a position in LPLA in Q2 2022 and held it in 5 quarters. The position peaked at $791K in Q4 2022. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Stelac Advisory Services reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 3,437 LPL Financial shares in Q3 2023, an estimated $747K.
  • Stelac Advisory Services first reported a position in LPL Financial in Q2 2022 and held it in 5 quarters.
  • Stelac Advisory Services's LPL Financial position peaked at $791K in Q4 2022.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Stelac Advisory Services's 13F filing for Q3 2023, filed 13 Nov 2023.