WorldQuant Millennium Advisors
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WorldQuant Millennium Advisors’s LPL Financial LPLA Stock Holding History

WorldQuant Millennium Advisors’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
2023
Q3 		– Sell
-24,686
Closed -$5.37M – 399
2023
Q2 		$5.37M Buy
24,686
+17,413
+239% +$3.49M 0.09% 233
2023
Q1 		$1.47M Sell
7,273
-13,295
-65% -$3.04M 0.03% 281
2022
Q4 		$4.45M Buy
+20,568
New +$4.81M 0.1% 212

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WorldQuant Millennium Advisors's LPLA Position: Q3 2023 in Review

WorldQuant Millennium Advisors sold out of LPL Financial (LPLA) in Q3 2023, closing a stake of 24,686 shares — an estimated $5.37M sold.

WorldQuant Millennium Advisors first reported a position in LPLA in Q4 2022 and held it in 3 quarters. The position peaked at $5.37M in Q2 2023. 597 funds tracked by Wall St. Rank hold LPLA as of Q3 2023.

  • WorldQuant Millennium Advisors reported no remaining LPL Financial position as of Q3 2023 after selling out during the quarter.
  • WorldQuant Millennium Advisors sold 24,686 LPL Financial shares in Q3 2023, an estimated $5.37M.
  • WorldQuant Millennium Advisors first reported a position in LPL Financial in Q4 2022 and held it in 3 quarters.
  • WorldQuant Millennium Advisors's LPL Financial position peaked at $5.37M in Q2 2023.
  • 597 funds tracked by Wall St. Rank held LPL Financial as of Q3 2023.

Based on WorldQuant Millennium Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.