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Carroll Financial Associates’s LPL Financial LPLA Stock Holding History

Carroll Financial Associates’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
Q2 		– Sell
-4
Closed – – 1779
2021
Q1 		$0 Buy
+4
New +$510 ﹤0.01% 1701
2016
Q1 		– Sell
-79
Closed -$3K – 1171
2015
Q4 		$3K Hold
79
– – ﹤0.01% 952
2015
Q3 		$3K Buy
+79
New +$3.4K ﹤0.01% 931

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SC
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Wells Fargo
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CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Carroll Financial Associates's LPLA Position: Q2 2021 in Review

Carroll Financial Associates sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 4 shares.

Carroll Financial Associates first reported a position in LPLA in Q3 2015 and held it in 3 quarters. The position peaked at $3K in Q4 2015. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Carroll Financial Associates reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 4 LPL Financial shares in Q2 2021.
  • Carroll Financial Associates first reported a position in LPL Financial in Q3 2015 and held it in 3 quarters.
  • Carroll Financial Associates's LPL Financial position peaked at $3K in Q4 2015.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Carroll Financial Associates's 13F filing for Q2 2021, filed 13 Jul 2021.