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Premier Asset Management’s LPL Financial LPLA Stock Holding History

Premier Asset 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
-9,506
Closed -$991K – 199
2020
Q4 		$991K Buy
9,506
+3,281
+53% +$295K 0.2% 73
2020
Q3 		$477K Sell
6,225
-593
-9% -$47.1K 0.12% 84
2020
Q2 		$535K Buy
+6,818
New +$456K 0.18% 69

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

Premier Asset Management's LPLA Position: Q1 2021 in Review

Premier Asset Management sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 9,506 shares — an estimated $991K sold.

Premier Asset Management first reported a position in LPLA in Q2 2020 and held it in 3 quarters. The position peaked at $991K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Premier Asset Management reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Premier Asset Management sold 9,506 LPL Financial shares in Q1 2021, an estimated $991K.
  • Premier Asset Management first reported a position in LPL Financial in Q2 2020 and held it in 3 quarters.
  • Premier Asset Management's LPL Financial position peaked at $991K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Premier Asset Management's 13F filing for Q1 2021, filed 12 May 2021.