Intersect Capital’s LPL Financial LPLA Stock Holding History

Intersect 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 Q2	$665K	Sell	3,603 -254	-7%	-$48.2K	0.2%	107
2022 Q1	$705K	Buy	3,857 +161	+4%	+$28K	0.14%	144
2021 Q4	$592K	Buy	3,696 +177	+5%	+$29.2K	0.11%	167
2021 Q3	$552K	Buy	3,519 +405	+13%	+$58.2K	0.09%	177
2021 Q2	$420K	Buy	3,114 +285	+10%	+$41.4K	0.07%	205
2021 Q1	$402K	Sell	2,829 -26	-0.9%	-$3.32K	0.08%	201
2020 Q4	$298K	Buy	2,855 +58	+2%	+$5.21K	0.07%	214
2020 Q3	$214K	Buy	+2,797	New	+$222K	0.06%	217

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

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 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

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

Intersect Capital's LPLA Position: Q2 2022 in Review

Intersect Capital reduced its LPL Financial (LPLA) stake by 6.6% in Q2 2022, selling an estimated $48.2K and leaving 3,603 shares worth $665K. The position accounts for 0.2% of the portfolio, ranked #107.

Intersect Capital first reported a position in LPLA in Q3 2020 and has held it in 8 quarters since. The position peaked at $705K in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

Intersect Capital held 3,603 shares of LPL Financial worth $665K as of Q2 2022.
Intersect Capital sold 254 LPL Financial shares in Q2 2022, an estimated $48.2K.
LPL Financial made up 0.2% of Intersect Capital's portfolio in Q2 2022, its #107 holding.
Intersect Capital first reported a position in LPL Financial in Q3 2020 and has held it in 8 quarters since.
Intersect Capital's LPL Financial position peaked at $705K in Q1 2022.
533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Intersect Capital's 13F filing for Q2 2022, filed 2 Sep 2022.