Wealthspire Advisors (Maryland)’s LPL Financial LPLA Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-287	Closed	-$20K	–	1329
2019 Q1	$20K	Sell	287 -191	-40%	-$13.8K	﹤0.01%	1276
2018 Q4	$29K	Sell	478 -573	-55%	-$34.9K	﹤0.01%	1072
2018 Q3	$68K	Sell	1,051 -482	-31%	-$32K	0.01%	848
2018 Q2	$100K	Buy	1,533 +677	+79%	+$44.5K	0.01%	708
2018 Q1	$52K	Hold	856	–	–	﹤0.01%	965
2017 Q4	$49K	Sell	856 -27	-3%	-$1.42K	﹤0.01%	1021
2017 Q3	$46K	Buy	883 +841	+2,002%	+$38.7K	0.01%	1011
2017 Q2	$2K	Buy	42 +4	+11%	+$162	﹤0.01%	1990
2017 Q1	$2K	Buy	38 +17	+81%	+$668	﹤0.01%	1697
2016 Q4	$1K	Hold	21	–	–	﹤0.01%	1655
2016 Q3	$1K	Buy	+21	New	+$568	﹤0.01%	1644

Other funds holding LPLA

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $8.09B AUM 21.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LPLA Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of LPL Financial (LPLA) in Q2 2019, closing a stake of 287 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in LPLA in Q3 2016 and held it in 11 quarters. The position peaked at $100K in Q2 2018. 321 funds tracked by Wall St. Rank hold LPLA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining LPL Financial position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 287 LPL Financial shares in Q2 2019, an estimated $20K.
Wealthspire Advisors (Maryland) first reported a position in LPL Financial in Q3 2016 and held it in 11 quarters.
Wealthspire Advisors (Maryland)'s LPL Financial position peaked at $100K in Q2 2018.
321 funds tracked by Wall St. Rank held LPL Financial as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.