AIM
LPLA icon

Assured Investment Management’s LPL Financial LPLA Stock Holding History

Assured Investment 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
2019
Q1 		– Sell
-1,419
Closed -$87K – 1265
2018
Q4 		$87K Sell
1,419
-6,185
-81% -$377K ﹤0.01% 998
2018
Q3 		$491K Sell
7,604
-14,851
-66% -$985K 0.01% 772
2018
Q2 		$1.47M Buy
22,455
+14,642
+187% +$962K 0.03% 461
2018
Q1 		$477K Sell
7,813
-27,384
-78% -$1.7M 0.01% 790
2017
Q4 		$2.01M Sell
35,197
-19,549
-36% -$1.03M 0.06% 364
2017
Q3 		$2.82M Buy
54,746
+6,434
+13% +$296K 0.09% 282
2017
Q2 		$2.05M Buy
+48,312
New +$1.96M 0.07% 268

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.13B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return