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Toth Financial Advisory’s LPL Financial LPLA Stock Holding History

Toth Financial Advisory’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
Q2 		– Sell
-129
Closed -$26.1K – 841
2023
Q1 		$26.1K Sell
129
-537
-81% -$123K ﹤0.01% 351
2022
Q4 		$144K Hold
666
– – 0.02% 207
2022
Q3 		$146K Buy
666
+6
+0.9% +$1.28K 0.03% 189
2022
Q2 		$122K Hold
660
– – 0.02% 199
2022
Q1 		$121K Sell
660
-4,725
-88% -$823K 0.02% 216
2021
Q4 		$862K Buy
5,385
+1,935
+56% +$319K 0.12% 135
2021
Q3 		$541K Buy
+3,450
New +$496K 0.08% 147

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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 $3.38T AUM 44.17% 1-Year Est. Return

Toth Financial Advisory's LPLA Position: Q2 2023 in Review

Toth Financial Advisory sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 129 shares — an estimated $26.1K sold.

Toth Financial Advisory first reported a position in LPLA in Q3 2021 and held it in 7 quarters. The position peaked at $862K in Q4 2021. 588 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Toth Financial Advisory reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Toth Financial Advisory sold 129 LPL Financial shares in Q2 2023, an estimated $26.1K.
  • Toth Financial Advisory first reported a position in LPL Financial in Q3 2021 and held it in 7 quarters.
  • Toth Financial Advisory's LPL Financial position peaked at $862K in Q4 2021.
  • 588 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Toth Financial Advisory's 13F filing for Q2 2023, filed 24 Jul 2023.