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TFO Wealth Partners’s LPL Financial LPLA Stock Holding History

TFO Wealth Partners’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
-3
Closed -$793 – 464
2024
Q1 		$793 Sell
3
-2
-40% -$505 ﹤0.01% 196
2023
Q4 		$1.14K Hold
5
– – ﹤0.01% 179
2023
Q3 		$1.09K Buy
5
+2
+67% +$464 ﹤0.01% 268
2023
Q2 		$652 Hold
3
– – ﹤0.01% 248
2023
Q1 		$607 Buy
3
+2
+200% +$457 ﹤0.01% 220
2022
Q4 		$10 Buy
+1
New +$234 ﹤0.01% 920
2022
Q1 		– Sell
-281
Closed -$44K – 141
2021
Q4 		$44K Buy
+281
New +$46.4K 0.01% 65

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

TFO Wealth Partners's LPLA Position: Q2 2024 in Review

TFO Wealth Partners sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 3 shares — an estimated $793 sold.

TFO Wealth Partners first reported a position in LPLA in Q4 2021 and held it in 7 quarters. The position peaked at $44K in Q4 2021. 676 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

  • TFO Wealth Partners reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 LPL Financial shares in Q2 2024, an estimated $793.
  • TFO Wealth Partners first reported a position in LPL Financial in Q4 2021 and held it in 7 quarters.
  • TFO Wealth Partners's LPL Financial position peaked at $44K in Q4 2021.
  • 676 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.