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Weld Capital Management’s LPL Financial LPLA Stock Holding History

Weld 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
Q4 		– Sell
-4,062
Closed -$311K – 595
2020
Q3 		$311K Buy
+4,062
New +$323K 0.12% 280

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Weld Capital Management's LPLA Position: Q4 2020 in Review

Weld Capital Management sold out of LPL Financial (LPLA) in Q4 2020, closing a stake of 4,062 shares — an estimated $311K sold.

Weld Capital Management first reported a position in LPLA in Q3 2020 and held it in 1 quarter. The position peaked at $311K in Q3 2020. 372 funds tracked by Wall St. Rank hold LPLA as of Q4 2020.

  • Weld Capital Management reported no remaining LPL Financial position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 4,062 LPL Financial shares in Q4 2020, an estimated $311K.
  • Weld Capital Management first reported a position in LPL Financial in Q3 2020 and held it in 1 quarter.
  • Weld Capital Management's LPL Financial position peaked at $311K in Q3 2020.
  • 372 funds tracked by Wall St. Rank held LPL Financial as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.