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A.R.T. Advisors’s LPL Financial LPLA Stock Holding History

A.R.T. 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
2020
Q1 		– Sell
-31,259
Closed -$2.88M – 577
2019
Q4 		$2.88M Buy
+31,259
New +$2.68M 0.14% 188
2019
Q3 		– Sell
-24,459
Closed -$2M – 1591
2019
Q2 		$2M Sell
24,459
-600
-2% -$47.5K 0.11% 236
2019
Q1 		$1.75M Buy
25,059
+1,259
+5% +$90.7K 0.1% 284
2018
Q4 		$1.45M Buy
+23,800
New +$1.45M 0.09% 322
2018
Q2 		– Sell
-63,400
Closed -$3.87M – 1621
2018
Q1 		$3.87M Buy
63,400
+40,900
+182% +$2.54M 0.16% 162
2017
Q4 		$1.28M Sell
22,500
-18,100
-45% -$952K 0.06% 530
2017
Q3 		$2.09M Buy
40,600
+14,300
+54% +$658K 0.11% 265
2017
Q2 		$1.12M Sell
26,300
-8,300
-24% -$337K 0.06% 473
2017
Q1 		$1.38M Sell
34,600
-30,300
-47% -$1.19M 0.06% 440
2016
Q4 		$2.29M Buy
+64,900
New +$2.27M 0.14% 223
2016
Q3 		– Sell
-184,910
Closed -$4.17M – 927
2016
Q2 		$4.17M Sell
184,910
-260,539
-58% -$6.54M 0.21% 111
2016
Q1 		$11M Buy
+445,449
New +$12M 0.49% 16
2015
Q2 		– Sell
-7,826
Closed -$343K – 1602
2015
Q1 		$343K Buy
+7,826
New +$346K 0.01% 1059
2014
Q4 		– Sell
-5,961
Closed -$274K – 1549
2014
Q3 		$274K Sell
5,961
-1,108
-16% -$53.4K 0.01% 979
2014
Q2 		$351K Buy
+7,069
New +$343K 0.02% 925
2014
Q1 		– Sell
-15,064
Closed -$708K – 1453
2013
Q4 		$708K Sell
15,064
-5,927
-28% -$249K 0.04% 633
2013
Q3 		$804K Buy
20,991
+7,414
+55% +$284K 0.04% 592
2013
Q2 		$512K Buy
+13,577
New +$485K 0.02% 864

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

A.R.T. Advisors's LPLA Position: Q1 2020 in Review

A.R.T. Advisors sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 31,259 shares — an estimated $2.88M sold.

A.R.T. Advisors first reported a position in LPLA in Q2 2013 and held it in 18 quarters. The position peaked at $11M in Q1 2016. 297 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • A.R.T. Advisors reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 31,259 LPL Financial shares in Q1 2020, an estimated $2.88M.
  • A.R.T. Advisors first reported a position in LPL Financial in Q2 2013 and held it in 18 quarters.
  • A.R.T. Advisors's LPL Financial position peaked at $11M in Q1 2016.
  • 297 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.