YIA
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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

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return