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Columbus Circle Investors’s LPL Financial LPLA Stock Holding History

Columbus Circle Investors’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
Q4 		– Sell
-9,067
Closed -$695K – 164
2020
Q3 		$695K Sell
9,067
-95,378
-91% -$7.57M 0.03% 155
2020
Q2 		$8.19M Buy
+104,445
New +$6.98M 0.33% 102

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
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Columbus Circle Investors's LPLA Position: Q4 2020 in Review

Columbus Circle Investors sold out of LPL Financial (LPLA) in Q4 2020, closing a stake of 9,067 shares — an estimated $695K sold.

Columbus Circle Investors first reported a position in LPLA in Q2 2020 and held it in 2 quarters. The position peaked at $8.19M in Q2 2020. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

  • Columbus Circle Investors reported no remaining LPL Financial position as of Q4 2020 after selling out during the quarter.
  • Columbus Circle Investors sold 9,067 LPL Financial shares in Q4 2020, an estimated $695K.
  • Columbus Circle Investors first reported a position in LPL Financial in Q2 2020 and held it in 2 quarters.
  • Columbus Circle Investors's LPL Financial position peaked at $8.19M in Q2 2020.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Columbus Circle Investors's 13F filing for Q4 2020, filed 20 Jan 2021.