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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 – 21
2018
Q2 		$10.7M Sell
163,190
-29,931
-15% -$1.97M 5.04% 9
2018
Q1 		$11.8M Buy
+193,121
New +$12M 6.37% 5

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FCIM
Fairview Capital Investment Management Greenbrae, California $1.9B AUM 14.31% 1-Year Est. Return

Strycker View Capital's LPLA Position: Q3 2020 in Review

Strycker View Capital sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 59,526 shares — an estimated $4.67M sold.

Strycker View Capital first reported a position in LPLA in Q1 2018 and held it in 4 quarters. The position peaked at $12.5M in Q4 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

  • Strycker View Capital reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
  • Strycker View Capital sold 59,526 LPL Financial shares in Q3 2020, an estimated $4.67M.
  • Strycker View Capital first reported a position in LPL Financial in Q1 2018 and held it in 4 quarters.
  • Strycker View Capital's LPL Financial position peaked at $12.5M in Q4 2019.
  • 326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Strycker View Capital's 13F filing for Q3 2020, filed 13 Nov 2020.