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Contravisory Investment Management’s LPL Financial LPLA Stock Holding History

Contravisory Investment Management’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
Q2 		– Sell
-2,805
Closed -$153K – 297
2020
Q1 		$153K Buy
2,805
+91
+3% +$7.34K 0.07% 144
2019
Q4 		$250K Buy
2,714
+35
+1% +$3K 0.09% 132
2019
Q3 		$219K Hold
2,679
– – 0.08% 137
2019
Q2 		$219K Sell
2,679
-168
-6% -$13.3K 0.08% 137
2019
Q1 		$198K Sell
2,847
-314
-10% -$22.6K 0.08% 144
2018
Q4 		$193K Buy
3,161
+168
+6% +$10.2K 0.08% 141
2018
Q3 		$193K Sell
2,993
-137
-4% -$9.08K 0.07% 145
2018
Q2 		$205K Sell
3,130
-168
-5% -$11K 0.07% 148
2018
Q1 		$201K Hold
3,298
– – 0.07% 143
2017
Q4 		$188K Sell
3,298
-212
-6% -$11.2K 0.07% 151
2017
Q3 		$181K Buy
+3,510
New +$162K 0.06% 154

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
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return