TCI Wealth Advisors’s LPL Financial LPLA Stock Holding History

TCI Wealth Advisors’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 Q2	–	Sell	-73	Closed	-$14.8K	–	1336
2023 Q1	$14.8K	Buy	73 +4	+6%	+$914	﹤0.01%	857
2022 Q4	$14.9K	Hold	69	–	–	﹤0.01%	837
2022 Q3	$15K	Buy	69 +6	+10%	+$1.28K	﹤0.01%	799
2022 Q2	$12K	Buy	63 +42	+200%	+$7.98K	﹤0.01%	903
2022 Q1	$4K	Buy	+21	New	+$3.66K	﹤0.01%	1730
2019 Q3	–	Sell	-7	Closed	-$1K	–	1570
2019 Q2	$1K	Buy	+7	New	+$554	﹤0.01%	1237
2016 Q1	–	Sell	-151	Closed	-$6K	–	1375
2015 Q4	$6K	Hold	151	–	–	﹤0.01%	680
2015 Q3	$6K	Buy	+151	New	+$6.5K	﹤0.01%	599
2014 Q4	–	Sell	-79	Closed	-$4K	–	912
2014 Q3	$4K	Hold	79	–	–	﹤0.01%	612
2014 Q2	$4K	Sell	79 -41	-34%	-$1.99K	﹤0.01%	642
2014 Q1	$6K	Buy	+120	New	+$6.33K	﹤0.01%	518

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

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

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

TCI Wealth Advisors's LPLA Position: Q2 2023 in Review

TCI Wealth Advisors sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 73 shares — an estimated $14.8K sold.

TCI Wealth Advisors first reported a position in LPLA in Q1 2014 and held it in 11 quarters. The position peaked at $15K in Q3 2022. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

TCI Wealth Advisors reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 73 LPL Financial shares in Q2 2023, an estimated $14.8K.
TCI Wealth Advisors first reported a position in LPL Financial in Q1 2014 and held it in 11 quarters.
TCI Wealth Advisors's LPL Financial position peaked at $15K in Q3 2022.
588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.