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TrinityPoint Wealth’s LPL Financial LPLA Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.86M Buy
5,689
+84
+1% +$24.8K 0.26% 89
2024
Q3 		$1.3M Buy
5,605
+648
+13% +$146K 0.19% 133
2024
Q2 		$1.38M Buy
+4,957
New +$1.35M 0.22% 108

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

TrinityPoint Wealth's LPLA Position: Q4 2024 in Review

TrinityPoint Wealth increased its LPL Financial (LPLA) stake by 1.5% in Q4 2024, buying an estimated $24.8K and bringing the position to 5,689 shares worth $1.86M. The position accounts for 0.26% of the portfolio, ranked #89.

TrinityPoint Wealth first reported a position in LPLA in Q2 2024 and has held it in 3 quarters since. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • TrinityPoint Wealth held 5,689 shares of LPL Financial worth $1.86M as of Q4 2024.
  • TrinityPoint Wealth bought 84 LPL Financial shares in Q4 2024, an estimated $24.8K.
  • LPL Financial made up 0.26% of TrinityPoint Wealth's portfolio in Q4 2024, its #89 holding.
  • TrinityPoint Wealth first reported a position in LPL Financial in Q2 2024 and has held it in 3 quarters since.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.