Derby & Company’s LPL Financial LPLA Stock Holding History

Derby & Company’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 Q3	$533K	Hold	3,400	–	–	0.11%	53
2021 Q2	$459K	Hold	3,400	–	–	0.1%	57
2021 Q1	$483K	Hold	3,400	–	–	0.11%	55
2020 Q4	$354K	Hold	3,400	–	–	0.09%	55
2020 Q3	$261K	Hold	3,400	–	–	0.08%	60
2020 Q2	$267K	Buy	+3,400	New	+$227K	0.09%	54

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

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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

CCP

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

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

EAM

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

Derby & Company's LPLA Position: Q3 2021 in Review

Derby & Company held its LPL Financial (LPLA) position steady in Q3 2021 at 3,400 shares worth $533K. The position accounts for 0.11% of the portfolio, ranked #53.

Derby & Company first reported a position in LPLA in Q2 2020 and has held it in 6 quarters since. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Derby & Company held 3,400 shares of LPL Financial worth $533K as of Q3 2021.
Derby & Company left its LPL Financial share count unchanged in Q3 2021.
LPL Financial made up 0.11% of Derby & Company's portfolio in Q3 2021, its #53 holding.
Derby & Company first reported a position in LPL Financial in Q2 2020 and has held it in 6 quarters since.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Derby & Company's 13F filing for Q3 2021, filed 12 Nov 2021.