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Crestone Asset Management’s LPL Financial LPLA Stock Holding History

Crestone Asset 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
Q3 		– Sell
-3,800
Closed -$298K – 65
2020
Q2 		$298K Buy
+3,800
New +$254K 0.1% 53

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Crestone Asset Management's LPLA Position: Q3 2020 in Review

Crestone Asset Management sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 3,800 shares — an estimated $298K sold.

Crestone Asset Management first reported a position in LPLA in Q2 2020 and held it in 1 quarter. The position peaked at $298K in Q2 2020. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

  • Crestone Asset Management reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
  • Crestone Asset Management sold 3,800 LPL Financial shares in Q3 2020, an estimated $298K.
  • Crestone Asset Management first reported a position in LPL Financial in Q2 2020 and held it in 1 quarter.
  • Crestone Asset Management's LPL Financial position peaked at $298K in Q2 2020.
  • 326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Crestone Asset Management's 13F filing for Q3 2020, filed 12 Mar 2021.