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Summit Global Investments’s LPL Financial LPLA Stock Holding History

Summit Global Investments’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
2024
Q1 		– Sell
-3,189
Closed -$726K – 559
2023
Q4 		$726K Sell
3,189
-1,547
-33% -$348K 0.05% 278
2023
Q3 		$1.13M Sell
4,736
-19,545
-80% -$4.54M 0.08% 201
2023
Q2 		$5.28M Sell
24,281
-5,451
-18% -$1.09M 0.35% 74
2023
Q1 		$6.02M Buy
29,732
+10,421
+54% +$2.38M 0.47% 53
2022
Q4 		$4.17M Buy
+19,311
New +$4.51M 0.35% 84

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Summit Global Investments's LPLA Position: Q1 2024 in Review

Summit Global Investments sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 3,189 shares — an estimated $726K sold.

Summit Global Investments first reported a position in LPLA in Q4 2022 and held it in 5 quarters. The position peaked at $6.02M in Q1 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Summit Global Investments reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Summit Global Investments sold 3,189 LPL Financial shares in Q1 2024, an estimated $726K.
  • Summit Global Investments first reported a position in LPL Financial in Q4 2022 and held it in 5 quarters.
  • Summit Global Investments's LPL Financial position peaked at $6.02M in Q1 2023.
  • 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Summit Global Investments's 13F filing for Q1 2024, filed 29 Apr 2024.