Glen Eagle Advisors’s LPL Financial LPLA Stock Holding History

Glen Eagle Advisors’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 Q4	–	Sell	-20	Closed	-$3.13K	–	1022
2021 Q3	$3.13K	Hold	20	–	–	﹤0.01%	870
2021 Q2	$2.7K	Hold	20	–	–	﹤0.01%	889
2021 Q1	$2.84K	Hold	20	–	–	﹤0.01%	844
2020 Q4	$2.08K	Hold	20	–	–	﹤0.01%	849
2020 Q3	$1.53K	Hold	20	–	–	﹤0.01%	814
2020 Q2	$1.57K	Buy	+20	New	+$1.34K	﹤0.01%	775

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 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

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

Glen Eagle Advisors's LPLA Position: Q4 2021 in Review

Glen Eagle Advisors sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 20 shares — an estimated $3.13K sold.

Glen Eagle Advisors first reported a position in LPLA in Q2 2020 and held it in 6 quarters. The position peaked at $3.13K in Q3 2021. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

Glen Eagle Advisors reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
Glen Eagle Advisors sold 20 LPL Financial shares in Q4 2021, an estimated $3.13K.
Glen Eagle Advisors first reported a position in LPL Financial in Q2 2020 and held it in 6 quarters.
Glen Eagle Advisors's LPL Financial position peaked at $3.13K in Q3 2021.
434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Glen Eagle Advisors's 13F filing for Q4 2021, filed 13 Aug 2024.