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Cutler Group’s LPL Financial LPLA Stock Holding History

Cutler 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
2021
Q1 		– Sell
-100
Closed -$1K – 6008
2020
Q4 		$1K Buy
+100
New +$8.99K ﹤0.01% 4471
2020
Q3 		– Sell
-2,600
Closed -$1K – 5012
2020
Q2 		$1K Buy
+2,600
New +$174K ﹤0.01% 4085
2017
Q4 		– Sell
-1,700
Closed -$5K – 5460
2017
Q3 		$5K Sell
1,700
-1,900
-53% -$87.4K ﹤0.01% 4392
2017
Q2 		$4K Sell
3,600
-37,300
-91% -$1.51M ﹤0.01% 5028
2017
Q1 		$22K Buy
+40,900
New +$1.61M ﹤0.01% 3236
2016
Q4 		– Sell
-800
Closed -$2K – 6965
2016
Q3 		$2K Buy
+800
New +$21.6K ﹤0.01% 5731
2016
Q2 		– Sell
-5,200
Closed -$9K – 6992
2016
Q1 		$9K Sell
5,200
-18,100
-78% -$489K ﹤0.01% 4170
2015
Q4 		$49K Buy
+23,300
New +$992K ﹤0.01% 2480

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

Cutler Group's LPLA Position: Q1 2021 in Review

Cutler Group sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 500 shares — an estimated $52K sold.

Cutler Group first reported a position in LPLA in Q2 2016 and held it in 4 quarters. The position peaked at $52K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Cutler Group reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Cutler Group sold 500 LPL Financial shares in Q1 2021, an estimated $52K.
  • Cutler Group first reported a position in LPL Financial in Q2 2016 and held it in 4 quarters.
  • Cutler Group's LPL Financial position peaked at $52K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Cutler Group's 13F filing for Q1 2021, filed 26 Apr 2021.