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Veritable’s LPL Financial LPLA Stock Holding History

Veritable’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
Q3 		– Sell
-934
Closed -$203K – 469
2023
Q2 		$203K Sell
934
-157
-14% -$31.4K ﹤0.01% 847
2023
Q1 		$221K Buy
+1,091
New +$249K ﹤0.01% 800
2014
Q4 		– Sell
-4,421
Closed -$204K – 971
2014
Q3 		$204K Buy
+4,421
New +$213K ﹤0.01% 901
2014
Q1 		– Sell
-4,272
Closed -$201K – 971
2013
Q4 		$201K Buy
+4,272
New +$179K ﹤0.01% 840

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Veritable's LPLA Position: Q3 2023 in Review

Veritable sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 934 shares — an estimated $203K sold.

Veritable first reported a position in LPLA in Q4 2013 and held it in 4 quarters. The position peaked at $221K in Q1 2023. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • Veritable reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • Veritable sold 934 LPL Financial shares in Q3 2023, an estimated $203K.
  • Veritable first reported a position in LPL Financial in Q4 2013 and held it in 4 quarters.
  • Veritable's LPL Financial position peaked at $221K in Q1 2023.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on Veritable's 13F filing for Q3 2023.