SP
LPLA icon

Symmetry Partners’s LPL Financial LPLA Stock Holding History

Symmetry Partners’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
Q3 		– Sell
-1,324
Closed -$370K – 328
2024
Q2 		$370K Hold
1,324
– – 0.02% 353
2024
Q1 		$350K Hold
1,324
– – 0.03% 381
2023
Q4 		$302K Hold
1,324
– – 0.02% 395
2023
Q3 		$315K Hold
1,324
– – 0.02% 420
2023
Q2 		$288K Hold
1,324
– – 0.02% 472
2023
Q1 		$268K Hold
1,324
– – 0.01% 471
2022
Q4 		$286K Hold
1,324
– – 0.02% 471
2022
Q3 		$289K Hold
1,324
– – 0.02% 456
2022
Q2 		$244K Hold
1,324
– – 0.02% 499
2022
Q1 		$242K Hold
1,324
– – 0.02% 540
2021
Q4 		$212K Hold
1,324
– – 0.01% 588
2021
Q3 		$215K Buy
+1,324
New +$190K 0.01% 621

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return