TAIM
LPLA icon

TD Ameritrade Investment Management’s LPL Financial LPLA Stock Holding History

TD Ameritrade Investment Management’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
-7
Closed -$1K – 574
2023
Q1 		$1K Hold
7
– – ﹤0.01% 557
2022
Q4 		$2K Sell
7
-17
-71% -$3.97K ﹤0.01% 502
2022
Q3 		$5K Buy
+24
New +$5.1K ﹤0.01% 425

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

TD Ameritrade Investment Management's LPLA Position: Q2 2023 in Review

TD Ameritrade Investment Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 7 shares — an estimated $1K sold.

TD Ameritrade Investment Management first reported a position in LPLA in Q3 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • TD Ameritrade Investment Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 7 LPL Financial shares in Q2 2023, an estimated $1K.
  • TD Ameritrade Investment Management first reported a position in LPL Financial in Q3 2022 and held it in 3 quarters.
  • TD Ameritrade Investment Management's LPL Financial position peaked at $5K in Q3 2022.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q2 2023, filed 10 Aug 2023.