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Paces Ferry Wealth Advisors’s LPL Financial LPLA Stock Holding History

Paces Ferry Wealth Advisors’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
-12
Closed -$1K – 684
2020
Q3 		$1K Buy
+12
New +$953 ﹤0.01% 875

Other funds holding LPLA

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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

Paces Ferry Wealth Advisors's LPLA Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of LPL Financial (LPLA) in Q4 2020, closing a stake of 12 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in LPLA in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining LPL Financial position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 12 LPL Financial shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in LPL Financial in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's LPL Financial position peaked at $1K in Q3 2020.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.