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Northstar Wealth Partners’s LPL Financial LPLA Stock Holding History

Northstar Wealth Partners’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
-2,886
Closed -$226K – 174
2020
Q2 		$226K Buy
+2,886
New +$193K 0.09% 155
2020
Q1 		– Sell
-2,886
Closed -$266K – 173
2019
Q4 		$266K Buy
+2,886
New +$248K 0.11% 155

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
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

Northstar Wealth Partners's LPLA Position: Q3 2020 in Review

Northstar Wealth Partners sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 2,886 shares — an estimated $226K sold.

Northstar Wealth Partners first reported a position in LPLA in Q4 2019 and held it in 2 quarters. The position peaked at $266K in Q4 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

  • Northstar Wealth Partners reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
  • Northstar Wealth Partners sold 2,886 LPL Financial shares in Q3 2020, an estimated $226K.
  • Northstar Wealth Partners first reported a position in LPL Financial in Q4 2019 and held it in 2 quarters.
  • Northstar Wealth Partners's LPL Financial position peaked at $266K in Q4 2019.
  • 326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Northstar Wealth Partners's 13F filing for Q3 2020, filed 13 Nov 2020.