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Twin Capital Management’s LPL Financial LPLA Stock Holding History

Twin Capital 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
2020
Q3 		– Sell
-29,213
Closed -$2.29M – 290
2020
Q2 		$2.29M Buy
29,213
+550
+2% +$36.8K 0.22% 144
2020
Q1 		$1.56M Sell
28,663
-500
-2% -$40.3K 0.17% 158
2019
Q4 		$2.69M Sell
29,163
-13,240
-31% -$1.14M 0.23% 138
2019
Q3 		$3.47M Sell
42,403
-4,247
-9% -$340K 0.25% 133
2019
Q2 		$3.81M Buy
+46,650
New +$3.69M 0.26% 132

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Twin Capital Management's LPLA Position: Q3 2020 in Review

Twin Capital Management sold out of LPL Financial (LPLA) in Q3 2020, closing a stake of 29,213 shares — an estimated $2.29M sold.

Twin Capital Management first reported a position in LPLA in Q2 2019 and held it in 5 quarters. The position peaked at $3.81M in Q2 2019. 326 funds tracked by Wall St. Rank hold LPLA as of Q3 2020.

  • Twin Capital Management reported no remaining LPL Financial position as of Q3 2020 after selling out during the quarter.
  • Twin Capital Management sold 29,213 LPL Financial shares in Q3 2020, an estimated $2.29M.
  • Twin Capital Management first reported a position in LPL Financial in Q2 2019 and held it in 5 quarters.
  • Twin Capital Management's LPL Financial position peaked at $3.81M in Q2 2019.
  • 326 funds tracked by Wall St. Rank held LPL Financial as of Q3 2020.

Based on Twin Capital Management's 13F filing for Q3 2020, filed 5 Nov 2020.