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CSat Investment Advisory’s LPL Financial LPLA Stock Holding History

CSat Investment Advisory’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
Q1 		– Sell
-7,594
Closed -$791K – 524
2020
Q4 		$791K Sell
7,594
-1,818
-19% -$163K 0.74% 48
2020
Q3 		$722K Buy
9,412
+9,195
+4,237% +$730K 0.06% 143
2020
Q2 		$17K Sell
217
-94
-30% -$6.28K ﹤0.01% 883
2020
Q1 		$17K Buy
311
+48
+18% +$3.87K ﹤0.01% 758
2019
Q4 		$24K Buy
263
+32
+14% +$2.75K 0.01% 733
2019
Q3 		$19K Buy
231
+41
+22% +$3.28K 0.01% 721
2019
Q2 		$15K Buy
+190
New +$15K 0.01% 756

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

CSat Investment Advisory's LPLA Position: Q1 2021 in Review

CSat Investment Advisory sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 7,594 shares — an estimated $791K sold.

CSat Investment Advisory first reported a position in LPLA in Q2 2019 and held it in 7 quarters. The position peaked at $791K in Q4 2020. 397 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • CSat Investment Advisory reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • CSat Investment Advisory sold 7,594 LPL Financial shares in Q1 2021, an estimated $791K.
  • CSat Investment Advisory first reported a position in LPL Financial in Q2 2019 and held it in 7 quarters.
  • CSat Investment Advisory's LPL Financial position peaked at $791K in Q4 2020.
  • 397 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.