Bedel Financial Consulting’s LPL Financial LPLA Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-3	Closed	–	–	870
2020 Q1	$0	Buy	+3	New	+$242	﹤0.01%	870

Other funds holding LPLA

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Bedel Financial Consulting's LPLA Position: Q2 2020 in Review

Bedel Financial Consulting sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 3 shares.

Bedel Financial Consulting first reported a position in LPLA in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

Bedel Financial Consulting reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
Bedel Financial Consulting sold 3 LPL Financial shares in Q2 2020.
Bedel Financial Consulting first reported a position in LPL Financial in Q1 2020 and held it in 1 quarter.
Bedel Financial Consulting's LPL Financial position peaked at $0 in Q1 2020.
341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Bedel Financial Consulting's 13F filing for Q2 2020, filed 14 Jul 2020.