TWA
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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
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return