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Cornerstone Wealth Group’s LPL Financial LPLA Stock Holding History

Cornerstone Wealth Group’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
2019
Q2 		– Sell
-10,160
Closed -$708K – 167
2019
Q1 		$708K Buy
+10,160
New +$732K 0.18% 106

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Cornerstone Wealth Group's LPLA Position: Q2 2019 in Review

Cornerstone Wealth Group sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 10,160 shares — an estimated $708K sold.

Cornerstone Wealth Group first reported a position in LPLA in Q1 2019 and held it in 1 quarter. The position peaked at $708K in Q1 2019. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

  • Cornerstone Wealth Group reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
  • Cornerstone Wealth Group sold 10,160 LPL Financial shares in Q2 2019, an estimated $708K.
  • Cornerstone Wealth Group first reported a position in LPL Financial in Q1 2019 and held it in 1 quarter.
  • Cornerstone Wealth Group's LPL Financial position peaked at $708K in Q1 2019.
  • 321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

Based on Cornerstone Wealth Group's 13F filing for Q2 2019, filed 8 Aug 2019.