AWM
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Alterna Wealth Management’s LPL Financial LPLA Stock Holding History

Alterna Wealth 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
-2,758
Closed -$254K – 98
2019
Q4 		$254K Sell
2,758
-178
-6% -$15.3K 0.28% 98
2019
Q3 		$240K Buy
+2,936
New +$235K 0.28% 73

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 $5.72T 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

Alterna Wealth Management's LPLA Position: Q1 2020 in Review

Alterna Wealth Management sold out of LPL Financial (LPLA) in Q1 2020, closing a stake of 2,758 shares — an estimated $254K sold.

Alterna Wealth Management first reported a position in LPLA in Q3 2019 and held it in 2 quarters. The position peaked at $254K in Q4 2019. 298 funds tracked by Wall St. Rank hold LPLA as of Q1 2020.

  • Alterna Wealth Management reported no remaining LPL Financial position as of Q1 2020 after selling out during the quarter.
  • Alterna Wealth Management sold 2,758 LPL Financial shares in Q1 2020, an estimated $254K.
  • Alterna Wealth Management first reported a position in LPL Financial in Q3 2019 and held it in 2 quarters.
  • Alterna Wealth Management's LPL Financial position peaked at $254K in Q4 2019.
  • 298 funds tracked by Wall St. Rank held LPL Financial as of Q1 2020.

Based on Alterna Wealth Management's 13F filing for Q1 2020, filed 8 May 2020.