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Wolverine Asset Management’s LPL Financial LPLA Stock Holding History

Wolverine Asset 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
2021
Q2 		– Sell
-389
Closed -$55K – 2307
2021
Q1 		$55K Buy
+389
New +$49.6K ﹤0.01% 1608

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

Wolverine Asset Management's LPLA Position: Q2 2021 in Review

Wolverine Asset Management sold out of LPL Financial (LPLA) in Q2 2021, closing a stake of 389 shares — an estimated $55K sold.

Wolverine Asset Management first reported a position in LPLA in Q1 2021 and held it in 1 quarter. The position peaked at $55K in Q1 2021. 417 funds tracked by Wall St. Rank hold LPLA as of Q2 2021.

  • Wolverine Asset Management reported no remaining LPL Financial position as of Q2 2021 after selling out during the quarter.
  • Wolverine Asset Management sold 389 LPL Financial shares in Q2 2021, an estimated $55K.
  • Wolverine Asset Management first reported a position in LPL Financial in Q1 2021 and held it in 1 quarter.
  • Wolverine Asset Management's LPL Financial position peaked at $55K in Q1 2021.
  • 417 funds tracked by Wall St. Rank held LPL Financial as of Q2 2021.

Based on Wolverine Asset Management's 13F filing for Q2 2021, filed 13 Aug 2021.