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Aigen Investment Management’s LPL Financial LPLA Stock Holding History

Aigen 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
Q4 		– Sell
-4,138
Closed -$963K – 883
2024
Q3 		$963K Buy
+4,138
New +$932K 0.19% 163
2024
Q1 		– Sell
-1,841
Closed -$419K – 873
2023
Q4 		$419K Buy
+1,841
New +$414K 0.07% 386
2023
Q1 		– Sell
-3,909
Closed -$845K – 733
2022
Q4 		$845K Buy
+3,909
New +$914K 0.12% 189
2020
Q3 		– Sell
-5,541
Closed -$434K – 1000
2020
Q2 		$434K Buy
5,541
+221
+4% +$14.8K 0.06% 509
2020
Q1 		$290K Buy
+5,320
New +$429K 0.04% 597

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

Aigen Investment Management's LPLA Position: Q4 2024 in Review

Aigen Investment Management sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 4,138 shares — an estimated $963K sold.

Aigen Investment Management first reported a position in LPLA in Q1 2020 and held it in 5 quarters. The position peaked at $963K in Q3 2024. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Aigen Investment Management reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Aigen Investment Management sold 4,138 LPL Financial shares in Q4 2024, an estimated $963K.
  • Aigen Investment Management first reported a position in LPL Financial in Q1 2020 and held it in 5 quarters.
  • Aigen Investment Management's LPL Financial position peaked at $963K in Q3 2024.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Aigen Investment Management's 13F filing for Q4 2024, filed 6 Feb 2025.