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Weiss Multi-Strategy Advisers’s LPL Financial LPLA Stock Holding History

Weiss Multi-Strategy Advisers’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
2024
Q1 		– Sell
-75,215
Closed -$17.1M – 276
2023
Q4 		$17.1M Sell
75,215
-30,671
-29% -$6.89M 0.41% 46
2023
Q3 		$25.2M Sell
105,886
-41,685
-28% -$9.68M 0.6% 31
2023
Q2 		$32.1M Buy
+147,571
New +$29.6M 0.65% 28
2023
Q1 		– Sell
-48,126
Closed -$10.4M – 692
2022
Q4 		$10.4M Buy
+48,126
New +$11.3M 0.3% 105

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Weiss Multi-Strategy Advisers's LPLA Position: Q1 2024 in Review

Weiss Multi-Strategy Advisers sold out of LPL Financial (LPLA) in Q1 2024, closing a stake of 75,215 shares — an estimated $17.1M sold.

Weiss Multi-Strategy Advisers first reported a position in LPLA in Q4 2022 and held it in 4 quarters. The position peaked at $32.1M in Q2 2023. 647 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Weiss Multi-Strategy Advisers reported no remaining LPL Financial position as of Q1 2024 after selling out during the quarter.
  • Weiss Multi-Strategy Advisers sold 75,215 LPL Financial shares in Q1 2024, an estimated $17.1M.
  • Weiss Multi-Strategy Advisers first reported a position in LPL Financial in Q4 2022 and held it in 4 quarters.
  • Weiss Multi-Strategy Advisers's LPL Financial position peaked at $32.1M in Q2 2023.
  • 647 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Weiss Multi-Strategy Advisers's 13F filing for Q1 2024.