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Thompson Siegel & Walmsley’s LPL Financial LPLA Stock Holding History

Thompson Siegel & Walmsley’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
-6,000
Closed -$1.3M – 566
2022
Q4 		$1.3M Buy
+6,000
New +$1.4M 0.02% 244
2020
Q1 		– Sell
-5
Closed – – 730
2019
Q4 		$0 Buy
+5
New +$429 ﹤0.01% 843

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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 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 $276B AUM 44.8% 1-Year Est. Return

Thompson Siegel & Walmsley's LPLA Position: Q1 2023 in Review

Thompson Siegel & Walmsley sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 6,000 shares — an estimated $1.3M sold.

Thompson Siegel & Walmsley first reported a position in LPLA in Q4 2019 and held it in 2 quarters. The position peaked at $1.3M in Q4 2022. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • Thompson Siegel & Walmsley reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • Thompson Siegel & Walmsley sold 6,000 LPL Financial shares in Q1 2023, an estimated $1.3M.
  • Thompson Siegel & Walmsley first reported a position in LPL Financial in Q4 2019 and held it in 2 quarters.
  • Thompson Siegel & Walmsley's LPL Financial position peaked at $1.3M in Q4 2022.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on Thompson Siegel & Walmsley's 13F filing for Q1 2023, filed 11 May 2023.