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NN Investment Partners Holdings’s LPL Financial LPLA Stock Holding History

NN Investment Partners Holdings’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
Q1 		$6.07M Sell
33,214
-476
-1% -$82.9K 0.03% 376
2021
Q4 		$5.39M Buy
33,690
+2,004
+6% +$331K 0.03% 400
2021
Q3 		$4.97M Buy
31,686
+14,047
+80% +$2.02M 0.03% 416
2021
Q2 		$2.38M Buy
17,639
+5,265
+43% +$766K 0.01% 538
2021
Q1 		$1.76M Sell
12,374
-4,321
-26% -$551K 0.01% 549
2020
Q4 		$1.74M Sell
16,695
-29,352
-64% -$2.64M 0.01% 544
2020
Q3 		$3.53M Sell
46,047
-4,739
-9% -$376K 0.02% 415
2020
Q2 		$3.98M Buy
50,786
+10,138
+25% +$677K 0.03% 386
2020
Q1 		$2.21M Sell
40,648
-3,481
-8% -$281K 0.02% 442
2019
Q4 		$4.07M Buy
44,129
+21,617
+96% +$1.86M 0.03% 416
2019
Q3 		$1.84M Buy
22,512
+350
+2% +$28K 0.01% 481
2019
Q2 		$1.81M Buy
22,162
+20,862
+1,605% +$1.65M 0.01% 482
2019
Q1 		$90K Buy
+1,300
New +$93.7K ﹤0.01% 714

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

NN Investment Partners Holdings's LPLA Position: Q1 2022 in Review

NN Investment Partners Holdings reduced its LPL Financial (LPLA) stake by 1.4% in Q1 2022, selling an estimated $82.9K and leaving 33,214 shares worth $6.07M. The position accounts for 0.03% of the portfolio, ranked #376.

NN Investment Partners Holdings first reported a position in LPLA in Q1 2019 and has held it in 13 quarters since. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

  • NN Investment Partners Holdings held 33,214 shares of LPL Financial worth $6.07M as of Q1 2022.
  • NN Investment Partners Holdings sold 476 LPL Financial shares in Q1 2022, an estimated $82.9K.
  • LPL Financial made up 0.03% of NN Investment Partners Holdings's portfolio in Q1 2022, its #376 holding.
  • NN Investment Partners Holdings first reported a position in LPL Financial in Q1 2019 and has held it in 13 quarters since.
  • 481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on NN Investment Partners Holdings's 13F filing for Q1 2022, filed 11 May 2022.