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Wedge Capital Management’s LPL Financial LPLA Stock Holding History

Wedge Capital Management’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
Q2 		– Sell
-1,570
Closed -$287K – 430
2022
Q1 		$287K Sell
1,570
-159
-9% -$27.7K ﹤0.01% 364
2021
Q4 		$277K Sell
1,729
-13
-0.7% -$2.15K ﹤0.01% 357
2021
Q3 		$273K Sell
1,742
-347
-17% -$49.8K ﹤0.01% 352
2021
Q2 		$282K Sell
2,089
-409
-16% -$59.5K ﹤0.01% 353
2021
Q1 		$355K Sell
2,498
-1,397
-36% -$178K ﹤0.01% 415
2020
Q4 		$406K Sell
3,895
-355
-8% -$31.9K ﹤0.01% 427
2020
Q3 		$326K Buy
+4,250
New +$337K ﹤0.01% 434

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Wedge Capital Management's LPLA Position: Q2 2022 in Review

Wedge Capital Management sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 1,570 shares — an estimated $287K sold.

Wedge Capital Management first reported a position in LPLA in Q3 2020 and held it in 7 quarters. The position peaked at $406K in Q4 2020. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

  • Wedge Capital Management reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
  • Wedge Capital Management sold 1,570 LPL Financial shares in Q2 2022, an estimated $287K.
  • Wedge Capital Management first reported a position in LPL Financial in Q3 2020 and held it in 7 quarters.
  • Wedge Capital Management's LPL Financial position peaked at $406K in Q4 2020.
  • 533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Wedge Capital Management's 13F filing for Q2 2022, filed 11 Jul 2022.