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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 		$36 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

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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return