Truvestments Capital’s LPL Financial LPLA Stock Holding History

Truvestments 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 Q2	–	Sell	-40	Closed	-$2K	–	601
2020 Q1	$2K	Buy	+40	New	+$3.23K	﹤0.01%	464

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

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

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCP

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

FCIM

Fairview Capital Investment Management Greenbrae, California $1.84B AUM 13.39% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Truvestments Capital's LPLA Position: Q2 2020 in Review

Truvestments Capital sold out of LPL Financial (LPLA) in Q2 2020, closing a stake of 40 shares — an estimated $2K sold.

Truvestments Capital first reported a position in LPLA in Q1 2020 and held it in 1 quarter. The position peaked at $2K in Q1 2020. 341 funds tracked by Wall St. Rank hold LPLA as of Q2 2020.

Truvestments Capital reported no remaining LPL Financial position as of Q2 2020 after selling out during the quarter.
Truvestments Capital sold 40 LPL Financial shares in Q2 2020, an estimated $2K.
Truvestments Capital first reported a position in LPL Financial in Q1 2020 and held it in 1 quarter.
Truvestments Capital's LPL Financial position peaked at $2K in Q1 2020.
341 funds tracked by Wall St. Rank held LPL Financial as of Q2 2020.

Based on Truvestments Capital's 13F filing for Q2 2020, filed 6 Aug 2020.