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Aperio Group’s LPL Financial LPLA Stock Holding History

Aperio 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
2020
Q4 		$5.75M Sell
55,124
-545
-1% -$49K 0.02% 767
2020
Q3 		$4.27M Buy
55,669
+15,738
+39% +$1.25M 0.01% 795
2020
Q2 		$3.13M Sell
39,931
-8,578
-18% -$573K 0.01% 913
2020
Q1 		$2.64M Sell
48,509
-3,564
-7% -$287K 0.01% 899
2019
Q4 		$4.8M Buy
52,073
+831
+2% +$71.3K 0.02% 748
2019
Q3 		$4.2M Sell
51,242
-8,100
-14% -$648K 0.02% 763
2019
Q2 		$4.84M Sell
59,342
-5,437
-8% -$430K 0.02% 724
2019
Q1 		$4.51M Buy
64,779
+587
+0.9% +$42.3K 0.02% 735
2018
Q4 		$3.92M Buy
64,192
+18,410
+40% +$1.12M 0.02% 732
2018
Q3 		$2.95M Buy
45,782
+3,975
+10% +$264K 0.01% 863
2018
Q2 		$2.74M Buy
41,807
+10,431
+33% +$686K 0.01% 871
2018
Q1 		$1.92M Buy
31,376
+14,742
+89% +$914K 0.01% 1027
2017
Q4 		$950K Sell
16,634
-207
-1% -$10.9K ﹤0.01% 1329
2017
Q3 		$868K Sell
16,841
-8,554
-34% -$394K ﹤0.01% 1353
2017
Q2 		$1.08M Sell
25,395
-4,579
-15% -$186K 0.01% 1202
2017
Q1 		$1.19M Buy
29,974
+2,048
+7% +$80.5K 0.01% 1087
2016
Q4 		$983K Buy
27,926
+20,035
+254% +$700K 0.01% 1131
2016
Q3 		$236K Buy
+7,891
New +$213K ﹤0.01% 1855
2015
Q2 		– Sell
-4,689
Closed -$206K – 2023
2015
Q1 		$206K Buy
+4,689
New +$207K ﹤0.01% 1813

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Aperio Group's LPLA Position: Q4 2020 in Review

Aperio Group reduced its LPL Financial (LPLA) stake by 0.98% in Q4 2020, selling an estimated $49K and leaving 55,124 shares worth $5.75M. The position accounts for 0.02% of the portfolio, ranked #767.

Aperio Group first reported a position in LPLA in Q1 2015 and has held it in 19 quarters since. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

  • Aperio Group held 55,124 shares of LPL Financial worth $5.75M as of Q4 2020.
  • Aperio Group sold 545 LPL Financial shares in Q4 2020, an estimated $49K.
  • LPL Financial made up 0.02% of Aperio Group's portfolio in Q4 2020, its #767 holding.
  • Aperio Group first reported a position in LPL Financial in Q1 2015 and has held it in 19 quarters since.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.