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AGF Investments LLC’s LPL Financial LPLA Stock Holding History

AGF Investments LLC’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
Q2 		– Sell
-1
Closed – – 654
2020
Q1 		$0 Buy
+1
New +$81 ﹤0.01% 633
2019
Q1 		– Sell
-424
Closed -$26K – 696
2018
Q4 		$26K Buy
424
+24
+6% +$1.46K ﹤0.01% 500
2018
Q3 		$26K Sell
400
-153
-28% -$10.1K ﹤0.01% 512
2018
Q2 		$36K Sell
553
-21
-4% -$1.38K ﹤0.01% 493
2018
Q1 		$35K Buy
574
+222
+63% +$13.8K 0.01% 360
2017
Q4 		$20K Buy
352
+140
+66% +$7.37K ﹤0.01% 451
2017
Q3 		$11K Sell
212
-270
-56% -$12.4K ﹤0.01% 464
2017
Q2 		$21K Buy
482
+2
+0.4% +$81 ﹤0.01% 361
2017
Q1 		$19K Buy
+480
New +$18.9K ﹤0.01% 379

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

AGF Investments LLC's LPLA Position: Q2 2020 in Review

AGF Investments LLC sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 1 share.

AGF Investments LLC first reported a position in LPLA in Q1 2017 and held it in 9 quarters. The position peaked at $36K in Q2 2018. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

  • AGF Investments LLC reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
  • AGF Investments LLC sold 1 LPL Financial share in Q2 2020.
  • AGF Investments LLC first reported a position in LPL Financial in Q1 2017 and held it in 9 quarters.
  • AGF Investments LLC's LPL Financial position peaked at $36K in Q2 2018.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on AGF Investments LLC's 13F filing for Q2 2020, filed 11 Aug 2020.