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Parian Global Management’s LPL Financial LPLA Stock Holding History

Parian Global Management’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
2021
Q1 		– Sell
-130,000
Closed -$13.5M – 46
2020
Q4 		$13.5M Buy
+130,000
New +$11.7M 3.38% 9
2020
Q2 		– Sell
-137,300
Closed -$7.47M – 44
2020
Q1 		$7.47M Buy
+137,300
New +$11.1M 2.63% 17

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Parian Global Management's LPLA Position: Q1 2021 in Review

Parian Global Management sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 130,000 shares — an estimated $13.5M sold.

Parian Global Management first reported a position in LPLA in Q1 2020 and held it in 2 quarters. The position peaked at $13.5M in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Parian Global Management reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Parian Global Management sold 130,000 LPL Financial shares in Q1 2021, an estimated $13.5M.
  • Parian Global Management first reported a position in LPL Financial in Q1 2020 and held it in 2 quarters.
  • Parian Global Management's LPL Financial position peaked at $13.5M in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Parian Global Management's 13F filing for Q1 2021, filed 17 May 2021.