Athanor Capital’s LPL Financial LPLA Stock Holding History

Athanor Capital’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	–	Sell	-15,799	Closed	-$1.21M	–	765
2020 Q3	$1.21M	Buy	+15,799	New	+$1.25M	0.05%	204

Other funds holding LPLA

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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 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 Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Athanor Capital's LPLA Position: Q4 2020 in Review

Athanor Capital sold out of LPL Financial (LPLA) in Q4 2020, closing a stake of 15,799 shares — an estimated $1.21M sold.

Athanor Capital first reported a position in LPLA in Q3 2020 and held it in 1 quarter. The position peaked at $1.21M in Q3 2020. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

Athanor Capital reported no remaining LPL Financial position as of Q4 2020 after selling out during the quarter.
Athanor Capital sold 15,799 LPL Financial shares in Q4 2020, an estimated $1.21M.
Athanor Capital first reported a position in LPL Financial in Q3 2020 and held it in 1 quarter.
Athanor Capital's LPL Financial position peaked at $1.21M in Q3 2020.
372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Athanor Capital's 13F filing for Q4 2020, filed 16 Feb 2021.