QI
LPLA icon

Qtron Investments’s LPL Financial LPLA Stock Holding History

Qtron Investments’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
Q3 		– Sell
-2,127
Closed -$287K – 338
2021
Q2 		$287K Hold
2,127
– – 0.07% 280
2021
Q1 		$302K Sell
2,127
-1,992
-48% -$254K 0.08% 265
2020
Q4 		$429K Hold
4,119
– – 0.11% 215
2020
Q3 		$316K Buy
4,119
+24
+0.6% +$1.91K 0.11% 215
2020
Q2 		$321K Buy
+4,095
New +$274K 0.13% 189
2020
Q1 		– Sell
-5,974
Closed -$551K – 242
2019
Q4 		$551K Hold
5,974
– – 0.32% 107
2019
Q3 		$489K Hold
5,974
– – 0.3% 118
2019
Q2 		$487K Buy
5,974
+995
+20% +$78.7K 0.3% 115
2019
Q1 		$347K Buy
4,979
+28
+0.6% +$2.02K 0.32% 91
2018
Q4 		$302K Buy
+4,951
New +$302K 0.23% 93

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 $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
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