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Pictet Asset Management (UK)’s LPL Financial LPLA Stock Holding History

Pictet Asset Management (UK)’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
Q2 		$729K Sell
5,400
-800
-13% -$116K ﹤0.01% 1147
2021
Q1 		$881K Sell
6,200
-300
-5% -$38.3K ﹤0.01% 1072
2020
Q4 		$677K Hold
6,500
– – ﹤0.01% 1087
2020
Q3 		$498K Buy
6,500
+3,700
+132% +$294K ﹤0.01% 1073
2020
Q2 		$220K Buy
+2,800
New +$187K ﹤0.01% 1061

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Pictet Asset Management (UK)'s LPLA Position: Q2 2021 in Review

Pictet Asset Management (UK) reduced its LPL Financial (LPLA) stake by 13% in Q2 2021, selling an estimated $116K and leaving 5,400 shares worth $729K. The position accounts for ﹤0.01% of the portfolio, ranked #1147.

Pictet Asset Management (UK) first reported a position in LPLA in Q2 2020 and has held it in 5 quarters since. The position peaked at $881K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Pictet Asset Management (UK) held 5,400 shares of LPL Financial worth $729K as of Q2 2021.
  • Pictet Asset Management (UK) sold 800 LPL Financial shares in Q2 2021, an estimated $116K.
  • LPL Financial made up ﹤0.01% of Pictet Asset Management (UK)'s portfolio in Q2 2021, its #1147 holding.
  • Pictet Asset Management (UK) first reported a position in LPL Financial in Q2 2020 and has held it in 5 quarters since.
  • Pictet Asset Management (UK)'s LPL Financial position peaked at $881K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Pictet Asset Management (UK)'s 13F filing for Q2 2021, filed 16 Aug 2021.