Vantage Consulting Group’s LPL Financial LPLA Stock Holding History

Vantage Consulting Group’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
2021 Q1	–	Sell	-9	Closed	-$1K	–	917
2020 Q4	$1K	Buy	+9	New	+$809	﹤0.01%	1769

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $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 $535B AUM 26.23% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CCP

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

EAM

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

Vantage Consulting Group's LPLA Position: Q1 2021 in Review

Vantage Consulting Group sold out of LPL Financial (LPLA) in Q1 2021, closing a stake of 9 shares — an estimated $1K sold.

Vantage Consulting Group first reported a position in LPLA in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 396 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

Vantage Consulting Group reported no remaining LPL Financial position as of Q1 2021 after selling out during the quarter.
Vantage Consulting Group sold 9 LPL Financial shares in Q1 2021, an estimated $1K.
Vantage Consulting Group first reported a position in LPL Financial in Q4 2020 and held it in 1 quarter.
Vantage Consulting Group's LPL Financial position peaked at $1K in Q4 2020.
396 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Vantage Consulting Group's 13F filing for Q1 2021, filed 14 May 2021.