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Triasima Portfolio Management’s LPL Financial LPLA Stock Holding History

Triasima Portfolio 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
2023
Q2 		– Sell
-11,605
Closed -$2.35M – 148
2023
Q1 		$2.35M Buy
11,605
+3,635
+46% +$831K 0.19% 72
2022
Q4 		$1.72M Buy
+7,970
New +$1.86M 0.13% 81

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Triasima Portfolio Management's LPLA Position: Q2 2023 in Review

Triasima Portfolio Management sold out of LPL Financial (LPLA) in Q2 2023, closing a stake of 11,605 shares — an estimated $2.35M sold.

Triasima Portfolio Management first reported a position in LPLA in Q4 2022 and held it in 2 quarters. The position peaked at $2.35M in Q1 2023. 587 funds tracked by Wall St. Rank hold LPLA as of Q2 2023.

  • Triasima Portfolio Management reported no remaining LPL Financial position as of Q2 2023 after selling out during the quarter.
  • Triasima Portfolio Management sold 11,605 LPL Financial shares in Q2 2023, an estimated $2.35M.
  • Triasima Portfolio Management first reported a position in LPL Financial in Q4 2022 and held it in 2 quarters.
  • Triasima Portfolio Management's LPL Financial position peaked at $2.35M in Q1 2023.
  • 587 funds tracked by Wall St. Rank held LPL Financial as of Q2 2023.

Based on Triasima Portfolio Management's 13F filing for Q2 2023, filed 8 Aug 2023.