VVP
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Venture Visionary Partners’s LPL Financial LPLA Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-619
Closed -$114K – 1085
2022
Q2 		$114K Buy
+619
New +$118K 0.01% 570

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Kayne Anderson Rudnick Investment Management
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Wellington Management Group
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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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Venture Visionary Partners's LPLA Position: Q3 2022 in Review

Venture Visionary Partners sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 619 shares — an estimated $114K sold.

Venture Visionary Partners first reported a position in LPLA in Q2 2022 and held it in 1 quarter. The position peaked at $114K in Q2 2022. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Venture Visionary Partners reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 619 LPL Financial shares in Q3 2022, an estimated $114K.
  • Venture Visionary Partners first reported a position in LPL Financial in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's LPL Financial position peaked at $114K in Q2 2022.
  • 581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.