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Reilly Financial Advisors’s LPL Financial LPLA Stock Holding History

Reilly Financial 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
Q3 		– Sell
-27
Closed -$4K – 993
2021
Q2 		$4K Hold
27
– – ﹤0.01% 828
2021
Q1 		$4K Hold
27
– – ﹤0.01% 826
2020
Q4 		$3K Buy
+27
New +$2.43K ﹤0.01% 761

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 $5.72T 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 $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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

Reilly Financial Advisors's LPLA Position: Q3 2021 in Review

Reilly Financial Advisors sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 27 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in LPLA in Q4 2020 and held it in 3 quarters. The position peaked at $4K in Q2 2021. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

  • Reilly Financial Advisors reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 27 LPL Financial shares in Q3 2021, an estimated $4K.
  • Reilly Financial Advisors first reported a position in LPL Financial in Q4 2020 and held it in 3 quarters.
  • Reilly Financial Advisors's LPL Financial position peaked at $4K in Q2 2021.
  • 421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Reilly Financial Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.