Synovus Financial’s LPL Financial LPLA Stock Holding History

Synovus Financial’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	-5,108	Closed	-$401K	–	1126
2020 Q2	$401K	Sell	5,108 -38	-0.7%	-$2.54K	0.01%	512
2020 Q1	$277K	Buy	5,146 +622	+14%	+$50.1K	﹤0.01%	694
2019 Q4	$417K	Buy	4,524 +236	+6%	+$20.3K	0.01%	514
2019 Q3	$351K	Buy	4,288 +151	+4%	+$12.1K	0.01%	541
2019 Q2	$340K	Buy	+4,137	New	+$327K	0.01%	524
2018 Q4	–	Sell	-1,000	Closed	-$65K	–	1420
2018 Q3	$65K	Buy	+1,000	New	+$66.3K	﹤0.01%	776

Other funds holding LPLA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Synovus Financial's LPLA Position: Q3 2020 in Review

Synovus Financial sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 5,108 shares — an estimated $401K sold.

Synovus Financial first reported a position in LPLA in Q3 2018 and held it in 6 quarters. The position peaked at $417K in Q4 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

Synovus Financial reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
Synovus Financial sold 5,108 LPL Financial shares in Q3 2020, an estimated $401K.
Synovus Financial first reported a position in LPL Financial in Q3 2018 and held it in 6 quarters.
Synovus Financial's LPL Financial position peaked at $417K in Q4 2019.
326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Synovus Financial's 13F filing for Q3 2020, filed 9 Nov 2020.