WWM
LPLA icon

Western Wealth Management’s LPL Financial LPLA Stock Holding History

Western Wealth 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
Q4 		– Sell
-2,265
Closed -$496K – 716
2022
Q3 		$496K Buy
2,265
+649
+40% +$138K 0.03% 485
2022
Q2 		$297K Sell
1,616
-1,441
-47% -$274K 0.02% 617
2022
Q1 		$558K Buy
3,057
+1,553
+103% +$270K 0.03% 499
2021
Q4 		$241K Buy
+1,504
New +$248K 0.02% 532

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Western Wealth Management's LPLA Position: Q4 2022 in Review

Western Wealth Management sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 2,265 shares — an estimated $496K sold.

Western Wealth Management first reported a position in LPLA in Q4 2021 and held it in 4 quarters. The position peaked at $558K in Q1 2022. 628 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

  • Western Wealth Management reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
  • Western Wealth Management sold 2,265 LPL Financial shares in Q4 2022, an estimated $496K.
  • Western Wealth Management first reported a position in LPL Financial in Q4 2021 and held it in 4 quarters.
  • Western Wealth Management's LPL Financial position peaked at $558K in Q1 2022.
  • 628 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Western Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.