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Capitolis Advisors’s LPL Financial LPLA Stock Holding History

Capitolis 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
2022
Q1 		– Sell
-39,262
Closed -$6.29M – 336
2021
Q4 		$6.29M Hold
39,262
– – 0.04% 292
2021
Q3 		$6.77M Hold
39,262
– – 0.06% 213
2021
Q2 		$5.3M Buy
39,262
+18,808
+92% +$2.74M 0.06% 216
2021
Q1 		$2.91M Hold
20,454
– – 0.05% 216
2020
Q4 		$2.13M Buy
+20,454
New +$1.84M 0.04% 306

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SC
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Capitolis Advisors's LPLA Position: Q1 2022 in Review

Capitolis Advisors sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 39,262 shares — an estimated $6.29M sold.

Capitolis Advisors first reported a position in LPLA in Q4 2020 and held it in 5 quarters. The position peaked at $6.77M in Q3 2021. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Capitolis Advisors reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
  • Capitolis Advisors sold 39,262 LPL Financial shares in Q1 2022, an estimated $6.29M.
  • Capitolis Advisors first reported a position in LPL Financial in Q4 2020 and held it in 5 quarters.
  • Capitolis Advisors's LPL Financial position peaked at $6.77M in Q3 2021.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Capitolis Advisors's 13F filing for Q1 2022, filed 12 May 2022.