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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 $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Contravisory Investment Management's LPLA Position: Q2 2020 in Review

Contravisory Investment Management sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 2,805 shares — an estimated $153K sold.

Contravisory Investment Management first reported a position in LPLA in Q3 2017 and held it in 11 quarters. The position peaked at $250K in Q4 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

  • Contravisory Investment Management reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
  • Contravisory Investment Management sold 2,805 LPL Financial shares in Q2 2020, an estimated $153K.
  • Contravisory Investment Management first reported a position in LPL Financial in Q3 2017 and held it in 11 quarters.
  • Contravisory Investment Management's LPL Financial position peaked at $250K in Q4 2019.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Contravisory Investment Management's 13F filing for Q2 2020, filed 9 Jul 2020.