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Interchange Capital Partners’s LPL Financial LPLA Stock Holding History

Interchange Capital 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
2021
Q1 		– Sell
-70
Closed -$7K – 732
2020
Q4 		$7K Buy
+70
New +$6.29K ﹤0.01% 859

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Invesco
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Wells Fargo
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SC
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CCP
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Interchange Capital Partners's LPLA Position: Q1 2021 in Review

Interchange Capital Partners sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 70 shares — an estimated $7K sold.

Interchange Capital Partners first reported a position in LPLA in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Interchange Capital Partners reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Interchange Capital Partners sold 70 LPL Financial shares in Q1 2021, an estimated $7K.
  • Interchange Capital Partners first reported a position in LPL Financial in Q4 2020 and held it in 1 quarter.
  • Interchange Capital Partners's LPL Financial position peaked at $7K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Interchange Capital Partners's 13F filing for Q1 2021, filed 5 May 2021.