C
LPLA icon

Cerebellum’s LPL Financial LPLA Stock Holding History

Cerebellum’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
Q3 		$48K Sell
631
-1,505
-70% -$120K 0.22% 322
2020
Q2 		$122K Buy
+2,136
New +$143K 0.09% 300
2019
Q4 		$559K Buy
6,057
+455
+8% +$39.1K 0.3% 100
2019
Q3 		$459K Buy
5,602
+1,182
+27% +$94.6K 0.3% 38
2019
Q2 		$361K Buy
4,420
+61
+1% +$4.83K 0.29% 42
2019
Q1 		$304K Buy
+4,359
New +$314K 0.26% 293
2018
Q1 		– Sell
-2,136
Closed -$122K – 496
2017
Q4 		$122K Buy
+2,136
New +$112K 0.09% 300

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return