WAP
LPLA icon

Wealthcare Advisory Partners’s LPL Financial LPLA Stock Holding History

Wealthcare Advisory Partners’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
Q2 		– Sell
-50
Closed -$7K – 1289
2021
Q1 		$7K Buy
+50
New +$6.38K ﹤0.01% 1556

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Wealthcare Advisory Partners's LPLA Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 50 shares — an estimated $7K sold.

Wealthcare Advisory Partners first reported a position in LPLA in Q1 2021 and held it in 1 quarter. The position peaked at $7K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 50 LPL Financial shares in Q2 2021, an estimated $7K.
  • Wealthcare Advisory Partners first reported a position in LPL Financial in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's LPL Financial position peaked at $7K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.