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Financial Gravity Companies’s LPL Financial LPLA Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$3K Buy
+36
New +$2.19K ﹤0.01% 842
2018
Q1 		$4K Sell
70
-91
-57% -$5.64K ﹤0.01% 791
2017
Q4 		$10K Buy
+161
New +$8.47K 0.01% 570

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Financial Gravity Companies's LPLA Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in LPL Financial (LPLA) in Q4 2018: 36 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in LPLA as recently as Q1 2018.

Financial Gravity Companies first reported a position in LPLA in Q4 2017 and has held it in 3 quarters since. The position peaked at $10K in Q4 2017. 275 funds tracked by Wall St. Rank hold LPLA as of Q4 2018.

  • Financial Gravity Companies held 36 shares of LPL Financial worth $3K as of Q4 2018.
  • LPL Financial was a new Financial Gravity Companies position in Q4 2018.
  • LPL Financial made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #842 holding.
  • Financial Gravity Companies first reported a position in LPL Financial in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's LPL Financial position peaked at $10K in Q4 2017.
  • 275 funds tracked by Wall St. Rank held LPL Financial as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.