Financial Gravity Asset Management’s LPL Financial LPLA Stock Holding History

Financial Gravity 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	–	Hold	0	–	–	–	233
2021 Q2	–	Hold	0	–	–	–	267
2020 Q4	$0	Buy	+1	New	+$90	﹤0.01%	591
2019 Q4	$92K	Buy	10 +1	+11%	+$86	0.06%	357
2019 Q3	$1K	Sell	9 -8	-47%	-$640	﹤0.01%	1055
2019 Q2	$1K	Buy	17 +8	+89%	+$633	﹤0.01%	1077
2019 Q1	$1K	Buy	+9	New	+$649	﹤0.01%	1135
2018 Q3	$3K	Buy	55 +13	+31%	+$862	﹤0.01%	863
2018 Q2	$3K	Sell	42 -28	-40%	-$1.84K	﹤0.01%	897
2018 Q1	$4K	Buy	+70	New	+$4.34K	﹤0.01%	791

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

Financial Gravity Asset Management's LPLA Position: Q3 2021 in Review

Financial Gravity Asset Management held its LPL Financial (LPLA) position steady in Q3 2021 at 0 shares worth $157K. The position accounts for 0.07% of the portfolio, ranked #233.

Financial Gravity Asset Management first reported a position in LPLA in Q1 2018 and has held it in 8 quarters since. The position peaked at $92K in Q4 2019. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Financial Gravity Asset Management held 0 shares of LPL Financial worth $157K as of Q3 2021.
Financial Gravity Asset Management left its LPL Financial share count unchanged in Q3 2021.
LPL Financial made up 0.07% of Financial Gravity Asset Management's portfolio in Q3 2021, its #233 holding.
Financial Gravity Asset Management first reported a position in LPL Financial in Q1 2018 and has held it in 8 quarters since.
Financial Gravity Asset Management's LPL Financial position peaked at $92K in Q4 2019.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Financial Gravity Asset Management's 13F filing for Q3 2021, filed 12 Nov 2021.