AlphaSimPlex Group’s LPL Financial LPLA Stock Holding History

AlphaSimPlex Group’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
2021 Q4	–	Sell	-2,002	Closed	-$314K	–	173
2021 Q3	$314K	Buy	+2,002	New	+$288K	0.26%	170

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

AlphaSimPlex Group's LPLA Position: Q4 2021 in Review

AlphaSimPlex Group sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 2,002 shares — an estimated $314K sold.

AlphaSimPlex Group first reported a position in LPLA in Q3 2021 and held it in 1 quarter. The position peaked at $314K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

AlphaSimPlex Group reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
AlphaSimPlex Group sold 2,002 LPL Financial shares in Q4 2021, an estimated $314K.
AlphaSimPlex Group first reported a position in LPL Financial in Q3 2021 and held it in 1 quarter.
AlphaSimPlex Group's LPL Financial position peaked at $314K in Q3 2021.
434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on AlphaSimPlex Group's 13F filing for Q4 2021, filed 10 Feb 2022.