CPC
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Consolidated Planning Corp’s LPL Financial LPLA Stock Holding History

Consolidated Planning Corp’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
Q4 		– Sell
-43
Closed -$7K – 281
2021
Q3 		$7K Buy
+43
New +$6.18K ﹤0.01% 333

Other funds holding LPLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Consolidated Planning Corp's LPLA Position: Q4 2021 in Review

Consolidated Planning Corp sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 43 shares — an estimated $7K sold.

Consolidated Planning Corp first reported a position in LPLA in Q3 2021 and held it in 1 quarter. The position peaked at $7K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

  • Consolidated Planning Corp reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
  • Consolidated Planning Corp sold 43 LPL Financial shares in Q4 2021, an estimated $7K.
  • Consolidated Planning Corp first reported a position in LPL Financial in Q3 2021 and held it in 1 quarter.
  • Consolidated Planning Corp's LPL Financial position peaked at $7K in Q3 2021.
  • 434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.