WAM
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World Asset Management’s LPL Financial LPLA Stock Holding History

World 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
Q3 		$293K Sell
1,870
-138
-7% -$19.8K 0.03% 634
2021
Q2 		$271K Sell
2,008
-190
-9% -$27.6K 0.02% 714
2021
Q1 		$344K Sell
2,198
-143
-6% -$18.2K 0.03% 624
2020
Q4 		$244K Buy
+2,341
New +$210K 0.02% 735
2020
Q3 		– Sell
-2,563
Closed -$201K – 799
2020
Q2 		$201K Buy
+2,563
New +$171K 0.02% 709
2020
Q1 		– Sell
-3,344
Closed -$308K – 1008
2019
Q4 		$308K Sell
3,344
-518
-13% -$44.5K 0.01% 794
2019
Q3 		$316K Buy
3,862
+43
+1% +$3.44K 0.02% 813
2019
Q2 		$312K Sell
3,819
-115
-3% -$9.1K 0.02% 831
2019
Q1 		$274K Buy
3,934
+452
+13% +$32.6K 0.01% 888
2018
Q4 		$213K Sell
3,482
-237
-6% -$14.4K 0.01% 919
2018
Q3 		$240K Sell
3,719
-69
-2% -$4.57K 0.01% 1061
2018
Q2 		$248K Sell
3,788
-5
-0.1% -$329 0.01% 1060
2018
Q1 		$232K Sell
3,793
-828
-18% -$51.3K 0.01% 1138
2017
Q4 		$264K Sell
4,621
-4
-0.1% -$210 0.01% 1214
2017
Q3 		$239K Buy
+4,625
New +$213K 0.01% 1268
2013
Q4 		– Sell
-5,753
Closed -$220K – 1611
2013
Q3 		$220K Buy
+5,753
New +$220K 0.01% 1471

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 $5.7T 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 $5.82B AUM 36.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 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
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
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return