Icon Wealth Partners’s LPL Financial LPLA Stock Holding History

Icon Wealth Partners’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 Q2	–	Sell	-37	Closed	-$3K	–	514
2019 Q1	$3K	Buy	+37	New	+$2.67K	﹤0.01%	808

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

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

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

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

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

SCA

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

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

Icon Wealth Partners's LPLA Position: Q2 2019 in Review

Icon Wealth Partners sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 37 shares — an estimated $3K sold.

Icon Wealth Partners first reported a position in LPLA in Q1 2019 and held it in 1 quarter. The position peaked at $3K in Q1 2019. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

Icon Wealth Partners reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 37 LPL Financial shares in Q2 2019, an estimated $3K.
Icon Wealth Partners first reported a position in LPL Financial in Q1 2019 and held it in 1 quarter.
Icon Wealth Partners's LPL Financial position peaked at $3K in Q1 2019.
321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.