Delos Wealth Advisors’s LPL Financial LPLA Stock Holding History

Delos Wealth Advisors’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
2022 Q1	–	Sell	-12	Closed	-$2K	–	356
2021 Q4	$2K	Buy	+12	New	+$1.98K	﹤0.01%	388

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Delos Wealth Advisors's LPLA Position: Q1 2022 in Review

Delos Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 12 shares — an estimated $2K sold.

Delos Wealth Advisors first reported a position in LPLA in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

Delos Wealth Advisors reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 12 LPL Financial shares in Q1 2022, an estimated $2K.
Delos Wealth Advisors first reported a position in LPL Financial in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's LPL Financial position peaked at $2K in Q4 2021.
481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.