SPX Gestao de Recursos’s LPL Financial LPLA Stock Holding History

SPX Gestao de Recursos’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	-100,350	Closed	-$13.5M	–	47
2021 Q2	$13.5M	Sell	100,350 -150,831	-60%	-$21.9M	1.68%	18
2021 Q1	$35.7M	Sell	251,181 -53,364	-18%	-$6.81M	6.07%	3
2020 Q4	$31.7M	Buy	304,545 +124,416	+69%	+$11.2M	3.27%	10
2020 Q3	$13.8M	Buy	180,129 +44,547	+33%	+$3.54M	1.51%	22
2020 Q2	$10.6M	Buy	135,582 +92,098	+212%	+$6.15M	1.8%	19
2020 Q1	$2.37M	Buy	+43,484	New	+$3.51M	0.42%	34

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 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

SPX Gestao de Recursos's LPLA Position: Q3 2021 in Review

SPX Gestao de Recursos sold out of LPL Financial (LPLA) in Q3 2021, closing a stake of 100,350 shares — an estimated $13.5M sold.

SPX Gestao de Recursos first reported a position in LPLA in Q1 2020 and held it in 6 quarters. The position peaked at $35.7M in Q1 2021. 420 funds tracked by Wall St. Rank hold LPLA as of Q3 2021.

SPX Gestao de Recursos reported no remaining LPL Financial position as of Q3 2021 after selling out during the quarter.
SPX Gestao de Recursos sold 100,350 LPL Financial shares in Q3 2021, an estimated $13.5M.
SPX Gestao de Recursos first reported a position in LPL Financial in Q1 2020 and held it in 6 quarters.
SPX Gestao de Recursos's LPL Financial position peaked at $35.7M in Q1 2021.
420 funds tracked by Wall St. Rank held LPL Financial as of Q3 2021.

Based on SPX Gestao de Recursos's 13F filing for Q3 2021, filed 25 Oct 2021.