EAM
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Exos Asset Management’s LPL Financial LPLA Stock Holding History

Exos Asset Management’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 		– Sell
-393
Closed -$53K – 592
2021
Q2 		$53K Buy
+393
New +$57.2K 0.03% 551

Other funds holding LPLA

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
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
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

Exos Asset Management's LPLA Position: Q3 2021 in Review

Exos Asset Management sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 393 shares — an estimated $53K sold.

Exos Asset Management first reported a position in LPLA in Q2 2021 and held it in 1 quarter. The position peaked at $53K in Q2 2021. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

  • Exos Asset Management reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
  • Exos Asset Management sold 393 LPL Financial shares in Q3 2021, an estimated $53K.
  • Exos Asset Management first reported a position in LPL Financial in Q2 2021 and held it in 1 quarter.
  • Exos Asset Management's LPL Financial position peaked at $53K in Q2 2021.
  • 421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Exos Asset Management's 13F filing for Q3 2021, filed 25 Oct 2021.