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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Symmetry Partners's LPLA Position: Q3 2024 in Review

Symmetry Partners sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,324 shares — an estimated $370K sold.

Symmetry Partners first reported a position in LPLA in Q3 2021 and held it in 12 quarters. The position peaked at $370K in Q2 2024. 645 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Symmetry Partners reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 1,324 LPL Financial shares in Q3 2024, an estimated $370K.
Symmetry Partners first reported a position in LPL Financial in Q3 2021 and held it in 12 quarters.
Symmetry Partners's LPL Financial position peaked at $370K in Q2 2024.
645 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.