Sovarnum Capital’s LPL Financial LPLA Stock Holding History

Sovarnum 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 Q4	–	Sell	-15,000	Closed	-$2.35M	–	33
2021 Q3	$2.35M	Buy	+15,000	New	+$2.15M	2.22%	13
2019 Q2	–	Sell	-107,400	Closed	-$7.48M	–	53
2019 Q1	$7.48M	Buy	107,400 +37,400	+53%	+$2.7M	10.02%	3
2018 Q4	$4.28M	Buy	70,000 +20,000	+40%	+$1.22M	8.35%	4
2018 Q3	$3.23M	Buy	50,000 +30,000	+150%	+$1.99M	4.57%	7
2018 Q2	$1.31M	Sell	20,000 -105,000	-84%	-$6.9M	1.61%	20
2018 Q1	$7.63M	Buy	125,000 +28,000	+29%	+$1.74M	7.13%	4
2017 Q4	$5.54M	Buy	+97,000	New	+$5.1M	3.74%	4

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EAM

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

Sovarnum Capital's LPLA Position: Q4 2021 in Review

Sovarnum Capital sold out of LPL Financial (LPLA) in Q4 2021, closing a stake of 15,000 shares — an estimated $2.35M sold.

Sovarnum Capital first reported a position in LPLA in Q4 2017 and held it in 7 quarters. The position peaked at $7.63M in Q1 2018. 434 funds tracked by Wall St. Rank hold LPLA as of Q4 2021.

Sovarnum Capital reported no remaining LPL Financial position as of Q4 2021 after selling out during the quarter.
Sovarnum Capital sold 15,000 LPL Financial shares in Q4 2021, an estimated $2.35M.
Sovarnum Capital first reported a position in LPL Financial in Q4 2017 and held it in 7 quarters.
Sovarnum Capital's LPL Financial position peaked at $7.63M in Q1 2018.
434 funds tracked by Wall St. Rank held LPL Financial as of Q4 2021.

Based on Sovarnum Capital's 13F filing for Q4 2021.