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Ten Capital Wealth Advisors’s LPL Financial LPLA Stock Holding History

Ten Capital 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
Q1 		– Sell
-32
Closed -$6.92K – 616
2022
Q4 		$6.92K Hold
32
– – ﹤0.01% 350
2022
Q3 		$7K Buy
+32
New +$6.81K ﹤0.01% 364

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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 $3.37T AUM 44.26% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Ten Capital Wealth Advisors's LPLA Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 32 shares — an estimated $6.92K sold.

Ten Capital Wealth Advisors first reported a position in LPLA in Q3 2022 and held it in 2 quarters. The position peaked at $7K in Q3 2022. 612 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 32 LPL Financial shares in Q1 2023, an estimated $6.92K.
  • Ten Capital Wealth Advisors first reported a position in LPL Financial in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's LPL Financial position peaked at $7K in Q3 2022.
  • 612 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.