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Strycker View Capital’s LPL Financial LPLA Stock Holding History

Strycker View 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
2020
Q3 		– Sell
-59,526
Closed -$4.67M – 27
2020
Q2 		$4.67M Buy
+59,526
New +$3.98M 5.12% 10
2020
Q1 		– Sell
-135,412
Closed -$12.5M – 12
2019
Q4 		$12.5M Buy
+135,412
New +$11.6M 5.91% 7
2018
Q3 		– Sell
-163,190
Closed -$10.7M – 23
2018
Q2 		$10.7M Sell
163,190
-29,931
-15% -$1.97M 6.42% 9
2018
Q1 		$11.8M Buy
+193,121
New +$12M 6.37% 5

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Wellington Management Group
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SC
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BlackRock
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Invesco
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CCP
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AllianceBernstein
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return