Solstein Capital’s LPL Financial LPLA Stock Holding History

Solstein Capital’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	-65	Closed	-$9K	–	492
2021 Q2	$9K	Buy	+65	New	+$9.45K	0.01%	340

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

Solstein Capital's LPLA Position: Q3 2021 in Review

Solstein Capital sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 65 shares — an estimated $9K sold.

Solstein Capital first reported a position in LPLA in Q2 2021 and held it in 1 quarter. The position peaked at $9K in Q2 2021. 421 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

Solstein Capital reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
Solstein Capital sold 65 LPL Financial shares in Q3 2021, an estimated $9K.
Solstein Capital first reported a position in LPL Financial in Q2 2021 and held it in 1 quarter.
Solstein Capital's LPL Financial position peaked at $9K in Q2 2021.
421 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on Solstein Capital's 13F filing for Q3 2021, filed 27 Oct 2021.