WI
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WBI Investments’s LPL Financial LPLA Stock Holding History

WBI Investments’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
Q4 		– Sell
-13,567
Closed -$3.22M – 226
2023
Q3 		$3.22M Buy
+13,567
New +$3.15M 0.65% 38
2020
Q1 		– Sell
-17,490
Closed -$1.61M – 157
2019
Q4 		$1.61M Sell
17,490
-103,824
-86% -$8.91M 0.17% 96
2019
Q3 		$9.94M Buy
121,314
+115,596
+2,022% +$9.25M 0.94% 23
2019
Q2 		$467K Buy
+5,718
New +$452K 0.04% 195
2017
Q4 		– Sell
-39,851
Closed -$2.06M – 340
2017
Q3 		$2.06M Sell
39,851
-696
-2% -$32K 0.09% 135
2017
Q2 		$1.72M Buy
40,547
+1,876
+5% +$76.1K 0.07% 172
2017
Q1 		$1.54M Sell
38,671
-689
-2% -$27.1K 0.07% 174
2016
Q4 		$1.39M Buy
+39,360
New +$1.38M 0.06% 186

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

WBI Investments's LPLA Position: Q4 2023 in Review

WBI Investments sold out of LPL Financial (LPLA) in Q4 2023, closing a stake of 13,567 shares — an estimated $3.22M sold.

WBI Investments first reported a position in LPLA in Q4 2016 and held it in 8 quarters. The position peaked at $9.94M in Q3 2019. 620 funds tracked by Wall St. Rank hold LPLA as of Q4 2023.

  • WBI Investments reported no remaining LPL Financial position as of Q4 2023 after selling out during the quarter.
  • WBI Investments sold 13,567 LPL Financial shares in Q4 2023, an estimated $3.22M.
  • WBI Investments first reported a position in LPL Financial in Q4 2016 and held it in 8 quarters.
  • WBI Investments's LPL Financial position peaked at $9.94M in Q3 2019.
  • 620 funds tracked by Wall St. Rank held LPL Financial as of Q4 2023.

Based on WBI Investments's 13F filing for Q4 2023, filed 9 Feb 2024.