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Full18 Capital’s LPL Financial LPLA Stock Holding History

Full18 Capital’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
2022
Q1 		$7.87M Buy
+44,023
New +$7.67M 1.81% 18
2021
Q1 		– Sell
-49,967
Closed -$5.21M – 107
2020
Q4 		$5.21M Buy
+49,967
New +$4.49M 2.28% 12

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Full18 Capital's LPLA Position: Q1 2022 in Review

Full18 Capital opened a new position in LPL Financial (LPLA) in Q1 2022: 44,023 shares worth $7.87M. The stake represents 1.81% of the portfolio and ranks #18 among its holdings. This is a return to the name: Full18 Capital previously reported a position in LPLA as recently as Q4 2020.

Full18 Capital first reported a position in LPLA in Q4 2020 and has held it in 2 quarters since. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • Full18 Capital held 44,023 shares of LPL Financial worth $7.87M as of Q1 2022.
  • LPL Financial was a new Full18 Capital position in Q1 2022.
  • LPL Financial made up 1.81% of Full18 Capital's portfolio in Q1 2022, its #18 holding.
  • Full18 Capital first reported a position in LPL Financial in Q4 2020 and has held it in 2 quarters since.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Full18 Capital's 13F filing for Q1 2022, filed 29 Apr 2022.