HIS
LPLA icon

Horizon Investment Services’s LPL Financial LPLA Stock Holding History

Horizon Investment Services’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
2020
Q2 		– Sell
-27,741
Closed -$1.51M – 105
2020
Q1 		$1.51M Sell
27,741
-106
-0.4% -$8.55K 1.34% 25
2019
Q4 		$2.57M Sell
27,847
-4,772
-15% -$410K 1.7% 20
2019
Q3 		$2.67M Buy
32,619
+23,940
+276% +$1.92M 1.78% 20
2019
Q2 		$708K Buy
+8,679
New +$687K 0.48% 49

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Horizon Investment Services's LPLA Position: Q2 2020 in Review

Horizon Investment Services sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 27,741 shares — an estimated $1.51M sold.

Horizon Investment Services first reported a position in LPLA in Q2 2019 and held it in 4 quarters. The position peaked at $2.67M in Q3 2019. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

  • Horizon Investment Services reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
  • Horizon Investment Services sold 27,741 LPL Financial shares in Q2 2020, an estimated $1.51M.
  • Horizon Investment Services first reported a position in LPL Financial in Q2 2019 and held it in 4 quarters.
  • Horizon Investment Services's LPL Financial position peaked at $2.67M in Q3 2019.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Horizon Investment Services's 13F filing for Q2 2020, filed 12 Aug 2020.