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Waddell & Reed Financial’s LPL Financial LPLA Stock Holding History

Waddell & Reed 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
2021
Q1 		$72M Sell
506,410
-5,627
-1% -$718K 0.15% 179
2020
Q4 		$53.4M Sell
512,037
-148,084
-22% -$13.3M 0.11% 215
2020
Q3 		$50.6M Sell
660,121
-45,693
-6% -$3.63M 0.12% 198
2020
Q2 		$55.3M Buy
705,814
+89,402
+15% +$5.97M 0.14% 176
2020
Q1 		$33.6M Sell
616,412
-45,060
-7% -$3.63M 0.11% 213
2019
Q4 		$61M Sell
661,472
-2,982
-0.4% -$256K 0.15% 175
2019
Q3 		$54.4M Sell
664,454
-92
-0% -$7.36K 0.14% 177
2019
Q2 		$54.2M Sell
664,546
-1,798
-0.3% -$142K 0.13% 192
2019
Q1 		$46.4M Buy
666,344
+290
+0% +$20.9K 0.11% 219
2018
Q4 		$40.7M Buy
666,054
+95,614
+17% +$5.83M 0.12% 223
2018
Q3 		$36.8M Buy
570,440
+141,280
+33% +$9.37M 0.08% 267
2018
Q2 		$28.1M Sell
429,160
-39,730
-8% -$2.61M 0.07% 294
2018
Q1 		$28.6M Buy
468,890
+81,540
+21% +$5.05M 0.07% 282
2017
Q4 		$22.1M Buy
+387,350
New +$20.4M 0.05% 317

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
SC
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Waddell & Reed Financial's LPLA Position: Q1 2021 in Review

Waddell & Reed Financial reduced its LPL Financial (LPLA) stake by 1.1% in Q1 2021, selling an estimated $718K and leaving 506,410 shares worth $72M. The position accounts for 0.15% of the portfolio, ranked #179.

Waddell & Reed Financial first reported a position in LPLA in Q4 2017 and has held it in 14 quarters since. 397 funds tracked by Wall St. Rank hold LPLA as of Q1 2021.

  • Waddell & Reed Financial held 506,410 shares of LPL Financial worth $72M as of Q1 2021.
  • Waddell & Reed Financial sold 5,627 LPL Financial shares in Q1 2021, an estimated $718K.
  • LPL Financial made up 0.15% of Waddell & Reed Financial's portfolio in Q1 2021, its #179 holding.
  • Waddell & Reed Financial first reported a position in LPL Financial in Q4 2017 and has held it in 14 quarters since.
  • 397 funds tracked by Wall St. Rank held LPL Financial as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.