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Widmann Financial Services’s LPL Financial LPLA Stock Holding History

Widmann Financial Services’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
Q1 		– Sell
-31
Closed -$4K – 284
2021
Q4 		$4K Buy
+31
New +$5.12K ﹤0.01% 368

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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Widmann Financial Services's LPLA Position: Q1 2022 in Review

Widmann Financial Services sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 31 shares — an estimated $4K sold.

Widmann Financial Services first reported a position in LPLA in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Widmann Financial Services reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 31 LPL Financial shares in Q1 2022, an estimated $4K.
  • Widmann Financial Services first reported a position in LPL Financial in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's LPL Financial position peaked at $4K in Q4 2021.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.