Total Clarity Wealth Management’s LPL Financial LPLA Stock Holding History

Total Clarity Wealth Management’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
2022 Q1	–	Sell	-50	Closed	-$8K	–	606
2021 Q4	$8K	Hold	50	–	–	﹤0.01%	737
2021 Q3	$8K	Buy	+50	New	+$7.18K	﹤0.01%	733
2021 Q2	–	Sell	-50	Closed	-$7K	–	497
2021 Q1	$7K	Buy	+50	New	+$6.38K	﹤0.01%	622
2020 Q1	–	Sell	-50	Closed	-$5K	–	387
2019 Q4	$5K	Buy	+50	New	+$4.29K	﹤0.01%	586

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Total Clarity Wealth Management's LPLA Position: Q1 2022 in Review

Total Clarity Wealth Management sold out of LPL Financial (LPLA) in Q1 2022, closing a stake of 50 shares — an estimated $8K sold.

Total Clarity Wealth Management first reported a position in LPLA in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2021. 481 funds tracked by Wall St. Rank hold LPLA as of Q1 2022.

Total Clarity Wealth Management reported no remaining LPL Financial position as of Q1 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 50 LPL Financial shares in Q1 2022, an estimated $8K.
Total Clarity Wealth Management first reported a position in LPL Financial in Q4 2019 and held it in 4 quarters.
Total Clarity Wealth Management's LPL Financial position peaked at $8K in Q4 2021.
481 funds tracked by Wall St. Rank held LPL Financial as of Q1 2022.

Based on Total Clarity Wealth Management's 13F filing for Q1 2022, filed 29 Apr 2022.