LPL Financial
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LPL Financial’s American Express Global Business Travel GBTG Stock Holding History

LPL Financial’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-149,985
Closed -$1.47M – 4364
2021
Q2 		$1.47M Sell
149,985
-13,093
-8% -$129K ﹤0.01% 2234
2021
Q1 		$1.61M Buy
+163,078
New +$1.71M ﹤0.01% 2004

Other funds holding GBTG

ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $32.1B AUM 31.84% 1-Year Est. Return
LA
Linden Advisors New York $17.9B AUM 1.72% 1-Year Est. Return
Hudson Bay Capital Management
Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
FC
Finepoint Capital Boston, Massachusetts $1.95B AUM 45.61% 1-Year Est. Return

LPL Financial's GBTG Position: Q3 2021 in Review

LPL Financial sold out of American Express Global Business Travel (GBTG) in Q3 2021, closing a stake of 149,985 shares — an estimated $1.47M sold.

LPL Financial first reported a position in GBTG in Q1 2021 and held it in 2 quarters. The position peaked at $1.61M in Q1 2021. 113 funds tracked by Wall St. Rank hold GBTG as of Q3 2021.

  • LPL Financial reported no remaining American Express Global Business Travel position as of Q3 2021 after selling out during the quarter.
  • LPL Financial sold 149,985 American Express Global Business Travel shares in Q3 2021, an estimated $1.47M.
  • LPL Financial first reported a position in American Express Global Business Travel in Q1 2021 and held it in 2 quarters.
  • LPL Financial's American Express Global Business Travel position peaked at $1.61M in Q1 2021.
  • 113 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q3 2021.

Based on LPL Financial's 13F filing for Q3 2021, filed 15 Nov 2021.