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Stuart Chaussee & Associates’s LPL Financial LPLA Stock Holding History

Stuart Chaussee & Associates’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
Q2 		– Sell
-19
Closed -$3K – 201
2021
Q1 		$3K Buy
+19
New +$2.42K ﹤0.01% 203

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
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

Stuart Chaussee & Associates's LPLA Position: Q2 2021 in Review

Stuart Chaussee & Associates sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 19 shares — an estimated $3K sold.

Stuart Chaussee & Associates first reported a position in LPLA in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Stuart Chaussee & Associates reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Stuart Chaussee & Associates sold 19 LPL Financial shares in Q2 2021, an estimated $3K.
  • Stuart Chaussee & Associates first reported a position in LPL Financial in Q1 2021 and held it in 1 quarter.
  • Stuart Chaussee & Associates's LPL Financial position peaked at $3K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Stuart Chaussee & Associates's 13F filing for Q2 2021, filed 6 Aug 2021.