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Nachman Norwood & Parrott’s LPL Financial LPLA Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-30
Closed -$2K – 691
2020
Q3 		$2K Buy
+30
New +$2.38K ﹤0.01% 1091

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Invesco
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Nachman Norwood & Parrott's LPLA Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of LPL Financial (LPLA) in Q4 2020, closing a stake of 30 shares — an estimated $2K sold.

Nachman Norwood & Parrott first reported a position in LPLA in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining LPL Financial position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 30 LPL Financial shares in Q4 2020, an estimated $2K.
  • Nachman Norwood & Parrott first reported a position in LPL Financial in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's LPL Financial position peaked at $2K in Q3 2020.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.