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Achmea Investment Management’s LPL Financial LPLA Stock Holding History

Achmea Investment 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
2024
Q3 		– Sell
-3,286
Closed -$917K – 426
2024
Q2 		$917K Sell
3,286
-747
-19% -$203K 0.02% 357
2024
Q1 		$1.07M Hold
4,033
– – 0.02% 357
2023
Q4 		$918K Buy
+4,033
New +$907K 0.02% 396
2023
Q3 		– Sell
-1,761
Closed -$383K – 574
2023
Q2 		$383K Hold
1,761
– – 0.01% 508
2023
Q1 		$356K Sell
1,761
-4,669
-73% -$1.07M 0.01% 482
2022
Q4 		$1.3M Hold
6,430
– – 0.04% 354
2022
Q3 		$1.41M Buy
6,430
+6,284
+4,304% +$1.34M 0.05% 336
2022
Q2 		$27K Buy
+146
New +$27.7K ﹤0.01% 580

Other funds holding LPLA

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Achmea Investment Management's LPLA Position: Q3 2024 in Review

Achmea Investment Management sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 3,286 shares — an estimated $917K sold.

Achmea Investment Management first reported a position in LPLA in Q2 2022 and held it in 8 quarters. The position peaked at $1.41M in Q3 2022. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Achmea Investment Management reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Achmea Investment Management sold 3,286 LPL Financial shares in Q3 2024, an estimated $917K.
  • Achmea Investment Management first reported a position in LPL Financial in Q2 2022 and held it in 8 quarters.
  • Achmea Investment Management's LPL Financial position peaked at $1.41M in Q3 2022.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Achmea Investment Management's 13F filing for Q3 2024, filed 12 Nov 2024.