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Manchester Financial’s LPL Financial LPLA Stock Holding History

Manchester Financial’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
Q2 		– Sell
-131
Closed -$19K – 388
2021
Q1 		$19K Buy
131
+36
+38% +$4.59K 0.01% 331
2020
Q4 		$10K Hold
95
– – 0.01% 367
2020
Q3 		$7K Hold
95
– – 0.01% 352
2020
Q2 		$7K Hold
95
– – 0.01% 338
2020
Q1 		$5K Buy
+95
New +$7.66K ﹤0.01% 347

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Manchester Financial's LPLA Position: Q2 2021 in Review

Manchester Financial sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 131 shares — an estimated $19K sold.

Manchester Financial first reported a position in LPLA in Q1 2020 and held it in 5 quarters. The position peaked at $19K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Manchester Financial reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Manchester Financial sold 131 LPL Financial shares in Q2 2021, an estimated $19K.
  • Manchester Financial first reported a position in LPL Financial in Q1 2020 and held it in 5 quarters.
  • Manchester Financial's LPL Financial position peaked at $19K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Manchester Financial's 13F filing for Q2 2021, filed 21 Jul 2021.