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Formuepleje A/S’s LPL Financial LPLA Stock Holding History

Formuepleje A/S’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
Q2 		– Sell
-26,390
Closed -$6.97M – 80
2024
Q1 		$6.97M Sell
26,390
-2,867
-10% -$724K 0.39% 65
2023
Q4 		$6.66M Sell
29,257
-605
-2% -$136K 0.47% 65
2023
Q3 		$7.1M Buy
29,862
+545
+2% +$127K 0.66% 50
2023
Q2 		$6.37M Sell
29,317
-1,911
-6% -$383K 0.56% 58
2023
Q1 		$6.32M Buy
31,228
+5,052
+19% +$1.15M 0.46% 62
2022
Q4 		$5.66M Buy
26,176
+11,654
+80% +$2.72M 0.48% 64
2022
Q3 		$3.17M Buy
+14,522
New +$3.09M 0.26% 74

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 $2.3T AUM 54.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Formuepleje A/S's LPLA Position: Q2 2024 in Review

Formuepleje A/S sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 26,390 shares — an estimated $6.97M sold.

Formuepleje A/S first reported a position in LPLA in Q3 2022 and held it in 7 quarters. The position peaked at $7.1M in Q3 2023. 676 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • Formuepleje A/S reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • Formuepleje A/S sold 26,390 LPL Financial shares in Q2 2024, an estimated $6.97M.
  • Formuepleje A/S first reported a position in LPL Financial in Q3 2022 and held it in 7 quarters.
  • Formuepleje A/S's LPL Financial position peaked at $7.1M in Q3 2023.
  • 676 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Formuepleje A/S's 13F filing for Q2 2024, filed 27 Aug 2026.