Question 1

How many shares of LPLA does CONGRESS ASSET MANAGEMENT CO own?

Accepted Answer

CONGRESS ASSET MANAGEMENT CO previously held 0 shares of LPLA (LPL FINANCIAL HOLDINGS INC) before exiting the position in 2022-Q4.

Question 2

What is CONGRESS ASSET MANAGEMENT CO's LPLA position worth?

Accepted Answer

CONGRESS ASSET MANAGEMENT CO's LPLA position was last reported at $0 in 2022-Q4 before the exit.

Question 3

Is CONGRESS ASSET MANAGEMENT CO buying or selling LPLA?

Accepted Answer

In 2022-Q4, CONGRESS ASSET MANAGEMENT CO exited their LPLA position entirely (-100.0% change in shares).

Question 4

When did CONGRESS ASSET MANAGEMENT CO first buy LPLA?

Accepted Answer

Based on available 13F filings, CONGRESS ASSET MANAGEMENT CO first reported a position in LPLA in 2019-Q1. They have held the position across 16 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2022-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$212.63	0
2022-Q3	Increased	15,683	+11.3%	$3.4M	0.0%	$214.71	30
2022-Q2	Increased	14,084	+3.8%	$2.6M	0.0%	$181.09	27
2022-Q1	Increased	13,569	+4.1%	$2.5M	0.0%	$179.11	27
2021-Q4	Increased	13,035	+2.0%	$2.1M	0.0%	$156.71	26
2021-Q3	Increased	12,774	+0.9%	$2M	0.0%	$153.22	26
2021-Q2	Decreased	12,654	-45.6%	$1.7M	0.0%	$131.71	0
2021-Q1	Increased	23,265	+8.9%	$3.3M	0.0%	$138.48	29
2020-Q4	Increased	21,358	+10.8%	$2.2M	0.0%	$101.34	29
2020-Q3	Decreased	19,276	-9.3%	$1.5M	0.0%	$74.34	0
2020-Q2	Increased	21,250	+24.6%	$1.7M	0.0%	$75.79	31
2020-Q1	Decreased	17,053	-46.6%	$928,000	0.0%	$52.44	0
2019-Q4	Decreased	31,963	-22.9%	$2.9M	0.0%	$88.45	0
2019-Q3	Decreased	41,468	-9.2%	$3.4M	0.0%	$78.30	0
2019-Q2	Unchanged	45,643	0.0%	$3.7M	0.0%	$77.72	0
2019-Q1	New	45,643	-	$3.2M	0.0%	$66.17	37

LPLA16 quarters

LPLA
16 quarters