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Avantax Planning Partners’s LPL Financial LPLA Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-161
Closed -$9K – 927
2018
Q1 		$9K Buy
+161
New +$9.98K ﹤0.01% 1097

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Avantax Planning Partners's LPLA Position: Q2 2018 in Review

Avantax Planning Partners sold out of LPL Financial (LPLA) in Q2 2018, closing a stake of 161 shares — an estimated $9K sold.

Avantax Planning Partners first reported a position in LPLA in Q1 2018 and held it in 1 quarter. The position peaked at $9K in Q1 2018. 294 funds tracked by Wall St. Rank hold LPLA as of Q2 2018.

  • Avantax Planning Partners reported no remaining LPL Financial position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 161 LPL Financial shares in Q2 2018, an estimated $9K.
  • Avantax Planning Partners first reported a position in LPL Financial in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's LPL Financial position peaked at $9K in Q1 2018.
  • 294 funds tracked by Wall St. Rank held LPL Financial as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.