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YHB Investment Advisors’s LPL Financial LPLA Stock Holding History

YHB Investment 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
Q1 		– Sell
-1,154
Closed -$249K – 284
2022
Q4 		$249K Hold
1,154
– – 0.03% 250
2022
Q3 		$252K Sell
1,154
-626
-35% -$133K 0.03% 238
2022
Q2 		$328K Hold
1,780
– – 0.03% 214
2022
Q1 		$325K Sell
1,780
-600
-25% -$104K 0.03% 232
2021
Q4 		$381K Hold
2,380
– – 0.03% 231
2021
Q3 		$373K Hold
2,380
– – 0.03% 224
2021
Q2 		$321K Hold
2,380
– – 0.03% 243
2021
Q1 		$351K Sell
2,380
-1,600
-40% -$204K 0.03% 223
2020
Q4 		$415K Buy
3,980
+1,335
+50% +$120K 0.04% 205
2020
Q3 		$203K Buy
+2,645
New +$210K 0.02% 257

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 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
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

YHB Investment Advisors's LPLA Position: Q1 2023 in Review

YHB Investment Advisors sold out of LPL Financial (LPLA) in Q1 2023, closing a stake of 1,154 shares — an estimated $249K sold.

YHB Investment Advisors first reported a position in LPLA in Q3 2020 and held it in 10 quarters. The position peaked at $415K in Q4 2020. 614 funds tracked by Wall St. Rank hold LPLA as of Q1 2023.

  • YHB Investment Advisors reported no remaining LPL Financial position as of Q1 2023 after selling out during the quarter.
  • YHB Investment Advisors sold 1,154 LPL Financial shares in Q1 2023, an estimated $249K.
  • YHB Investment Advisors first reported a position in LPL Financial in Q3 2020 and held it in 10 quarters.
  • YHB Investment Advisors's LPL Financial position peaked at $415K in Q4 2020.
  • 614 funds tracked by Wall St. Rank held LPL Financial as of Q1 2023.

Based on YHB Investment Advisors's 13F filing for Q1 2023, filed 8 May 2023.