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Eudaimonia Partners’s LPL Financial LPLA Stock Holding History

Eudaimonia Partners’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
Q2 		– Sell
-300
Closed -$43K – 943
2021
Q1 		$43K Hold
300
– – 0.01% 693
2020
Q4 		$31K Hold
300
– – 0.01% 751
2020
Q3 		$23K Hold
300
– – 0.01% 762
2020
Q2 		$24K Buy
+300
New +$20K 0.01% 682
2020
Q1 		– Sell
-307
Closed -$28K – 730
2019
Q4 		$28K Buy
+307
New +$26.3K 0.01% 621

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Eudaimonia Partners's LPLA Position: Q2 2021 in Review

Eudaimonia Partners sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 300 shares — an estimated $43K sold.

Eudaimonia Partners first reported a position in LPLA in Q4 2019 and held it in 5 quarters. The position peaked at $43K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Eudaimonia Partners reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Eudaimonia Partners sold 300 LPL Financial shares in Q2 2021, an estimated $43K.
  • Eudaimonia Partners first reported a position in LPL Financial in Q4 2019 and held it in 5 quarters.
  • Eudaimonia Partners's LPL Financial position peaked at $43K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Eudaimonia Partners's 13F filing for Q2 2021, filed 13 Aug 2021.