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Regent Peak Wealth Advisors’s LPL Financial LPLA Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-7
Closed -$1K – 612
2020
Q4 		$1K Buy
+7
New +$629 ﹤0.01% 949

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

Regent Peak Wealth Advisors's LPLA Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 7 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in LPLA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 7 LPL Financial shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in LPL Financial in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's LPL Financial position peaked at $1K in Q4 2020.
  • 396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.