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Peddock Capital Advisors’s LPL Financial LPLA Stock Holding History

Peddock Capital 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
2021
Q1 		– Sell
-122
Closed -$13K – 231
2020
Q4 		$13K Buy
+122
New +$11K 0.01% 223

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
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

Peddock Capital Advisors's LPLA Position: Q1 2021 in Review

Peddock Capital Advisors sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 122 shares — an estimated $13K sold.

Peddock Capital Advisors first reported a position in LPLA in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Peddock Capital Advisors reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Peddock Capital Advisors sold 122 LPL Financial shares in Q1 2021, an estimated $13K.
  • Peddock Capital Advisors first reported a position in LPL Financial in Q4 2020 and held it in 1 quarter.
  • Peddock Capital Advisors's LPL Financial position peaked at $13K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Peddock Capital Advisors's 13F filing for Q1 2021, filed 17 May 2021.