Three Peaks Capital Management, LLC LPLA Holdings History
Three Peaks Capital Management, LLC's LPL Financial Holdings Inc Holding Summary
As of 2021-09-30, Three Peaks Capital Management, LLC held 55,265.00 shares of LPL Financial Holdings Inc(LPLA), totaling $8.66 Mil. This investment constitutes 2.88% of their stock portfolio, and Three Peaks Capital Management, LLC now holds 0.07% of the outstanding LPL Financial Holdings Inc(LPLA) stock.
The initial trade took place in 2018Q2. And since then Three Peaks Capital Management, LLC has made 6 purchases of LPLA, at an average price of $73.24, for a total of 132,263.00 shares. In addition, there have been 7 sales at an average price of $71.81 for 76,998.00 shares. Based on historical transaction data and LPLA's current price of $364.27, Three Peaks Capital Management, LLC's estimated gain on his LPLA holdings is $15.97 Mil, reflecting a 164.89% gain to date.
Three Peaks Capital Management, LLC LPLA ($364.27) Holding Chart
Three Peaks Capital Management, LLC LPLA ($364.27) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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