Kore Private Wealth’s LPL Financial LPLA Stock Holding History

Kore Private Wealth’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 Q3	–	Sell	-47	Closed	-$3K	–	733
2020 Q2	$3K	Hold	47	–	–	﹤0.01%	1000
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	881
2019 Q4	$4K	Buy	+47	New	+$4.03K	﹤0.01%	883
2019 Q2	–	Sell	-94	Closed	-$7K	–	550
2019 Q1	$7K	Hold	94	–	–	﹤0.01%	703
2018 Q4	$6K	Buy	+94	New	+$5.73K	﹤0.01%	650

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

Kore Private Wealth's LPLA Position: Q3 2020 in Review

Kore Private Wealth sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 47 shares — an estimated $3K sold.

Kore Private Wealth first reported a position in LPLA in Q4 2018 and held it in 5 quarters. The position peaked at $7K in Q1 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

Kore Private Wealth reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
Kore Private Wealth sold 47 LPL Financial shares in Q3 2020, an estimated $3K.
Kore Private Wealth first reported a position in LPL Financial in Q4 2018 and held it in 5 quarters.
Kore Private Wealth's LPL Financial position peaked at $7K in Q1 2019.
326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.