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Ameritas Investment Company’s LPL Financial LPLA Stock Holding History

Ameritas Investment Company’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
Q2 		– Sell
-201
Closed -$28.6K – 1481
2021
Q1 		$28.6K Buy
+201
New +$25.6K ﹤0.01% 1145

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BlackRock
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Ameritas Investment Company's LPLA Position: Q2 2021 in Review

Ameritas Investment Company sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 201 shares — an estimated $28.6K sold.

Ameritas Investment Company first reported a position in LPLA in Q1 2021 and held it in 1 quarter. The position peaked at $28.6K in Q1 2021. 418 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Ameritas Investment Company reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Ameritas Investment Company sold 201 LPL Financial shares in Q2 2021, an estimated $28.6K.
  • Ameritas Investment Company first reported a position in LPL Financial in Q1 2021 and held it in 1 quarter.
  • Ameritas Investment Company's LPL Financial position peaked at $28.6K in Q1 2021.
  • 418 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Ameritas Investment Company's 13F filing for Q2 2021, filed 16 Aug 2021.