AGF Investments Inc’s LPL Financial LPLA Stock Holding History

AGF Investments Inc’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
2022 Q3	$90.7M	Hold	415,000	–	–	0.86%	34
2022 Q2	$76.6M	Buy	415,000 +15,000	+4%	+$2.85M	0.68%	52
2022 Q1	$73.1M	Buy	400,000 +77,817	+24%	+$13.6M	0.55%	64
2021 Q4	$51.6M	Hold	322,183	–	–	0.37%	90
2021 Q3	$50.5M	Buy	322,183 +103,060	+47%	+$14.8M	0.39%	96
2021 Q2	$29.6M	Buy	219,123 +134,123	+158%	+$19.5M	0.22%	128
2021 Q1	$12.1M	Buy	+85,000	New	+$10.8M	0.1%	182
2020 Q1	–	Sell	-75,000	Closed	-$6.92M	–	806
2019 Q4	$6.92M	Buy	75,000 +25,000	+50%	+$2.15M	0.08%	170
2019 Q3	$4.09M	Hold	50,000	–	–	0.05%	193
2019 Q2	$4.08M	Hold	50,000	–	–	0.05%	197
2019 Q1	$3.48M	Buy	+50,000	New	+$3.6M	0.04%	212

Other funds holding LPLA

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

AGF Investments Inc's LPLA Position: Q3 2022 in Review

AGF Investments Inc held its LPL Financial (LPLA) position steady in Q3 2022 at 415,000 shares worth $90.7M. The position accounts for 0.86% of the portfolio, ranked #34.

AGF Investments Inc first reported a position in LPLA in Q1 2019 and has held it in 11 quarters since. 581 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

AGF Investments Inc held 415,000 shares of LPL Financial worth $90.7M as of Q3 2022.
AGF Investments Inc left its LPL Financial share count unchanged in Q3 2022.
LPL Financial made up 0.86% of AGF Investments Inc's portfolio in Q3 2022, its #34 holding.
AGF Investments Inc first reported a position in LPL Financial in Q1 2019 and has held it in 11 quarters since.
581 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on AGF Investments Inc's 13F filing for Q3 2022, filed 10 Nov 2022.