Fulcrum Equity Management’s LPL Financial LPLA Stock Holding History

Fulcrum Equity 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
2019 Q4	–	Sell	-69	Closed	-$6K	–	169
2019 Q3	$6K	Buy	+69	New	+$5.52K	﹤0.01%	148

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fulcrum Equity Management's LPLA Position: Q4 2019 in Review

Fulcrum Equity Management sold out of LPL Financial (LPLA) in Q4 2019, closing a stake of 69 shares — an estimated $6K sold.

Fulcrum Equity Management first reported a position in LPLA in Q3 2019 and held it in 1 quarter. The position peaked at $6K in Q3 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q4 2019.

Fulcrum Equity Management reported no remaining LPL Financial position as of Q4 2019 after selling out during the quarter.
Fulcrum Equity Management sold 69 LPL Financial shares in Q4 2019, an estimated $6K.
Fulcrum Equity Management first reported a position in LPL Financial in Q3 2019 and held it in 1 quarter.
Fulcrum Equity Management's LPL Financial position peaked at $6K in Q3 2019.
341 funds tracked by Wall St. Rank held LPL Financial as of Q4 2019.

Based on Fulcrum Equity Management's 13F filing for Q4 2019, filed 12 Feb 2020.