Atlas Private Wealth Advisors’s LPL Financial LPLA Stock Holding History

Atlas Private Wealth Advisors’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 Q4	–	Sell	-178	Closed	-$28K	–	466
2021 Q3	$28K	Hold	178	–	–	0.01%	300
2021 Q2	$24K	Hold	178	–	–	0.01%	338
2021 Q1	$25K	Buy	178 +1	+0.6%	+$128	0.01%	329
2020 Q4	$18K	Hold	177	–	–	0.01%	347
2020 Q3	$14K	Buy	177 +1	+0.6%	+$79	0.01%	355
2020 Q2	$14K	Buy	+176	New	+$11.8K	0.01%	362

Other funds holding LPLA

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Atlas Private Wealth Advisors's LPLA Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 178 shares — an estimated $28K sold.

Atlas Private Wealth Advisors first reported a position in LPLA in Q2 2020 and held it in 6 quarters. The position peaked at $28K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 178 LPL Financial shares in Q4 2021, an estimated $28K.
Atlas Private Wealth Advisors first reported a position in LPL Financial in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's LPL Financial position peaked at $28K in Q3 2021.
434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.