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Piedmont Investment Advisors’s LPL Financial LPLA Stock Holding History

Piedmont Investment 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
Q2 		– Sell
-7,143
Closed -$389K – 399
2020
Q1 		$389K Buy
7,143
+1,117
+19% +$90.1K 0.02% 504
2019
Q4 		$556K Sell
6,026
-45
-0.7% -$3.86K 0.02% 480
2019
Q3 		$497K Sell
6,071
-66
-1% -$5.28K 0.02% 521
2019
Q2 		$501K Sell
6,137
-26
-0.4% -$2.06K 0.02% 547
2019
Q1 		$429K Sell
6,163
-82
-1% -$5.91K 0.02% 601
2018
Q4 		$381K Sell
6,245
-7,010
-53% -$427K 0.02% 589
2018
Q3 		$855K Buy
13,255
+8,657
+188% +$574K 0.04% 335
2018
Q2 		$301K Buy
+4,598
New +$302K 0.01% 641

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Piedmont Investment Advisors's LPLA Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 7,143 shares — an estimated $389K sold.

Piedmont Investment Advisors first reported a position in LPLA in Q2 2018 and held it in 8 quarters. The position peaked at $855K in Q3 2018. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 7,143 LPL Financial shares in Q2 2020, an estimated $389K.
  • Piedmont Investment Advisors first reported a position in LPL Financial in Q2 2018 and held it in 8 quarters.
  • Piedmont Investment Advisors's LPL Financial position peaked at $855K in Q3 2018.
  • 341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.