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West Oak Capital’s LPL Financial LPLA Stock Holding History

West Oak Capital’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
Q3 		– Sell
-75
Closed -$20.9K – 324
2024
Q2 		$20.9K Hold
75
– – 0.01% 217
2024
Q1 		$20K Hold
75
– – 0.01% 212
2023
Q4 		$17K Hold
75
– – 0.01% 221
2023
Q3 		$18K Hold
75
– – 0.01% 209
2023
Q2 		$16.3K Hold
75
– – 0.01% 222
2023
Q1 		$15.2K Buy
+75
New +$17.1K 0.01% 220
2022
Q4 		– Sell
-75
Closed -$16K – 309
2022
Q3 		$16K Buy
+75
New +$16K 0.01% 209

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

West Oak Capital's LPLA Position: Q3 2024 in Review

West Oak Capital sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 75 shares — an estimated $20.9K sold.

West Oak Capital first reported a position in LPLA in Q3 2022 and held it in 7 quarters. The position peaked at $20.9K in Q2 2024. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • West Oak Capital reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 75 LPL Financial shares in Q3 2024, an estimated $20.9K.
  • West Oak Capital first reported a position in LPL Financial in Q3 2022 and held it in 7 quarters.
  • West Oak Capital's LPL Financial position peaked at $20.9K in Q2 2024.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.