Old Mission Capital’s LPL Financial LPLA Stock Holding History

Old Mission Capital’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 Q2	–	Sell	-6,398	Closed	-$1.17M	–	1659
2022 Q1	$1.17M	Buy	+6,398	New	+$1.11M	0.03%	437
2021 Q4	–	Sell	-5,096	Closed	-$799K	–	1163
2021 Q3	$799K	Buy	+5,096	New	+$732K	0.03%	448

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Old Mission Capital's LPLA Position: Q2 2022 in Review

Old Mission Capital sold out of LPL Financial (LPLA) in Q2 2022, closing a stake of 6,398 shares — an estimated $1.17M sold.

Old Mission Capital first reported a position in LPLA in Q3 2021 and held it in 2 quarters. The position peaked at $1.17M in Q1 2022. 533 funds tracked by Wall St. Rank hold LPLA as of Q2 2022.

Old Mission Capital reported no remaining LPL Financial position as of Q2 2022 after selling out during the quarter.
Old Mission Capital sold 6,398 LPL Financial shares in Q2 2022, an estimated $1.17M.
Old Mission Capital first reported a position in LPL Financial in Q3 2021 and held it in 2 quarters.
Old Mission Capital's LPL Financial position peaked at $1.17M in Q1 2022.
533 funds tracked by Wall St. Rank held LPL Financial as of Q2 2022.

Based on Old Mission Capital's 13F filing for Q2 2022, filed 5 Aug 2022.