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First Midwest Bank Trust Division’s LPL Financial LPLA Stock Holding History

First Midwest Bank Trust Division’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
-2,642
Closed -$376K – 384
2021
Q1 		$376K Sell
2,642
-11,118
-81% -$1.42M 0.05% 294
2020
Q4 		$1.43M Sell
13,760
-4,853
-26% -$436K 0.21% 119
2020
Q3 		$1.43M Buy
18,613
+8,840
+90% +$702K 0.22% 111
2020
Q2 		$766K Buy
+9,773
New +$653K 0.12% 178

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $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 $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
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

First Midwest Bank Trust Division's LPLA Position: Q2 2021 in Review

First Midwest Bank Trust Division sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 2,642 shares — an estimated $376K sold.

First Midwest Bank Trust Division first reported a position in LPLA in Q2 2020 and held it in 4 quarters. The position peaked at $1.43M in Q4 2020. 418 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • First Midwest Bank Trust Division reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • First Midwest Bank Trust Division sold 2,642 LPL Financial shares in Q2 2021, an estimated $376K.
  • First Midwest Bank Trust Division first reported a position in LPL Financial in Q2 2020 and held it in 4 quarters.
  • First Midwest Bank Trust Division's LPL Financial position peaked at $1.43M in Q4 2020.
  • 418 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on First Midwest Bank Trust Division's 13F filing for Q2 2021, filed 8 Jul 2021.