Zeke Capital Advisors’s LPL Financial LPLA Stock Holding History

Zeke Capital 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
2022 Q4	–	Sell	-1,954	Closed	-$427K	–	516
2022 Q3	$427K	Sell	1,954 -402	-17%	-$85.5K	0.03%	237
2022 Q2	$435K	Sell	2,356 -141	-6%	-$26.8K	0.03%	244
2022 Q1	$456K	Sell	2,497 -146	-6%	-$25.4K	0.02%	248
2021 Q4	$423K	Sell	2,643 -4	-0.2%	-$660	0.02%	174
2021 Q3	$415K	Buy	2,647 +406	+18%	+$58.3K	0.02%	164
2021 Q2	$302K	Buy	2,241 +4	+0.2%	+$582	0.02%	225
2021 Q1	$318K	Hold	2,237	–	–	0.02%	199
2020 Q4	$233K	Buy	+2,237	New	+$201K	0.02%	245
2020 Q1	–	Sell	-5,970	Closed	-$551K	–	399
2019 Q4	$551K	Sell	5,970 -22	-0.4%	-$1.89K	0.05%	353
2019 Q3	$491K	Sell	5,992 -1,387	-19%	-$111K	0.04%	359
2019 Q2	$602K	Sell	7,379 -784	-10%	-$62K	0.06%	311
2019 Q1	$569K	Sell	8,163 -10,702	-57%	-$771K	0.05%	328
2018 Q4	$1.15M	Buy	18,865 +1,376	+8%	+$83.9K	0.11%	175
2018 Q3	$1.13M	Buy	+17,489	New	+$1.16M	0.09%	218

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Zeke Capital Advisors's LPLA Position: Q4 2022 in Review

Zeke Capital Advisors sold out of LPL Financial (LPLA) in Q4 2022, closing a stake of 1,954 shares — an estimated $427K sold.

Zeke Capital Advisors first reported a position in LPLA in Q3 2018 and held it in 14 quarters. The position peaked at $1.15M in Q4 2018. 629 funds tracked by Wall St. Rank hold LPLA as of Q4 2022.

Zeke Capital Advisors reported no remaining LPL Financial position as of Q4 2022 after selling out during the quarter.
Zeke Capital Advisors sold 1,954 LPL Financial shares in Q4 2022, an estimated $427K.
Zeke Capital Advisors first reported a position in LPL Financial in Q3 2018 and held it in 14 quarters.
Zeke Capital Advisors's LPL Financial position peaked at $1.15M in Q4 2018.
629 funds tracked by Wall St. Rank held LPL Financial as of Q4 2022.

Based on Zeke Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.