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Allred Capital Management’s LPL Financial LPLA Stock Holding History

Allred Capital Management’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
-200
Closed -$18.4K – 450
2019
Q4 		$18.4K Buy
+200
New +$17.2K 0.01% 503

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, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Allred Capital Management's LPLA Position: Q1 2020 in Review

Allred Capital Management sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 200 shares — an estimated $18.4K sold.

Allred Capital Management first reported a position in LPLA in Q4 2019 and held it in 1 quarter. The position peaked at $18.4K in Q4 2019. 298 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • Allred Capital Management reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • Allred Capital Management sold 200 LPL Financial shares in Q1 2020, an estimated $18.4K.
  • Allred Capital Management first reported a position in LPL Financial in Q4 2019 and held it in 1 quarter.
  • Allred Capital Management's LPL Financial position peaked at $18.4K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on Allred Capital Management's 13F filing for Q1 2020, filed 17 Apr 2020.