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Teza Capital Management’s LPL Financial LPLA Stock Holding History

Teza Capital 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
2024
Q3 		– Sell
-831
Closed -$232K – 677
2024
Q2 		$232K Buy
+831
New +$226K 0.03% 506
2023
Q1 		– Sell
-1,767
Closed -$382K – 619
2022
Q4 		$382K Buy
+1,767
New +$413K 0.07% 392
2021
Q3 		– Sell
-6,912
Closed -$933K – 481
2021
Q2 		$933K Buy
+6,912
New +$1.01M 0.15% 189
2020
Q1 		– Sell
-5,478
Closed -$505K – 338
2019
Q4 		$505K Buy
+5,478
New +$470K 0.14% 262
2019
Q3 		– Sell
-11,468
Closed -$935K – 564
2019
Q2 		$935K Buy
11,468
+2,373
+26% +$188K 0.55% 44
2019
Q1 		$633K Buy
9,095
+150
+2% +$10.8K 0.34% 113
2018
Q4 		$546K Buy
8,945
+5,222
+140% +$318K 0.21% 169
2018
Q3 		$240K Sell
3,723
-3,668
-50% -$243K 0.06% 333
2018
Q2 		$484K Buy
+7,391
New +$486K 0.07% 376

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return