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Suntrust Banks’s LPL Financial LPLA Stock Holding History

Suntrust Banks’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
2019
Q3 		$980K Sell
11,963
-17,307
-59% -$1.39M 0.01% 749
2019
Q2 		$2.39M Sell
29,270
-916
-3% -$72.5K 0.01% 545
2019
Q1 		$2.1M Buy
30,186
+5,322
+21% +$384K 0.01% 552
2018
Q4 		$1.52M Buy
24,864
+20,881
+524% +$1.27M 0.01% 594
2018
Q3 		$257K Buy
+3,983
New +$264K ﹤0.01% 1134

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
FPA
First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
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

Suntrust Banks's LPLA Position: Q3 2019 in Review

Suntrust Banks reduced its LPL Financial (LPLA) stake by 59% in Q3 2019, selling an estimated $1.39M and leaving 11,963 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #749.

Suntrust Banks first reported a position in LPLA in Q3 2018 and has held it in 5 quarters since. The position peaked at $2.39M in Q2 2019. 312 funds tracked by Wall St. Rank hold LPLA as of Q3 2019.

  • Suntrust Banks held 11,963 shares of LPL Financial worth $980K as of Q3 2019.
  • Suntrust Banks sold 17,307 LPL Financial shares in Q3 2019, an estimated $1.39M.
  • LPL Financial made up 0.01% of Suntrust Banks's portfolio in Q3 2019, its #749 holding.
  • Suntrust Banks first reported a position in LPL Financial in Q3 2018 and has held it in 5 quarters since.
  • Suntrust Banks's LPL Financial position peaked at $2.39M in Q2 2019.
  • 312 funds tracked by Wall St. Rank held LPL Financial as of Q3 2019.

Based on Suntrust Banks's 13F filing for Q3 2019, filed 12 Nov 2019.