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 London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Qtron Investments's LPLA Position: Q3 2021 in Review

Qtron Investments sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 2,127 shares — an estimated $287K sold.

Qtron Investments first reported a position in LPLA in Q4 2018 and held it in 10 quarters. The position peaked at $551K in Q4 2019. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Qtron Investments reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
Qtron Investments sold 2,127 LPL Financial shares in Q3 2021, an estimated $287K.
Qtron Investments first reported a position in LPL Financial in Q4 2018 and held it in 10 quarters.
Qtron Investments's LPL Financial position peaked at $551K in Q4 2019.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Qtron Investments's 13F filing for Q3 2021, filed 12 Nov 2021.