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 $5.7T AUM 30.48% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
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