Alberta Investment Management Corp (AIMCo)’s LPL Financial LPLA Stock Holding History

Alberta Investment Management Corp (AIMCo)’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 Q2	–	Sell	-1,700	Closed	-$449K	–	893
2024 Q1	$449K	Hold	1,700	–	–	﹤0.01%	832
2023 Q4	$387K	Hold	1,700	–	–	﹤0.01%	868
2023 Q3	$404K	Hold	1,700	–	–	﹤0.01%	851
2023 Q2	$370K	Hold	1,700	–	–	﹤0.01%	1017
2023 Q1	$344K	Buy	+1,700	New	+$389K	﹤0.01%	1059
2022 Q4	–	Sell	-24,100	Closed	-$5.26M	–	1172
2022 Q3	$5.26M	Buy	+24,100	New	+$5.13M	0.04%	453
2022 Q1	–	Sell	-10,000	Closed	-$1.6M	–	1329
2021 Q4	$1.6M	Buy	+10,000	New	+$1.65M	0.01%	648
2020 Q4	–	Sell	-38,800	Closed	-$2.98M	–	965
2020 Q3	$2.98M	Buy	+38,800	New	+$3.08M	0.03%	451
2019 Q2	–	Sell	-5,800	Closed	-$404K	–	973
2019 Q1	$404K	Buy	+5,800	New	+$418K	﹤0.01%	786
2015 Q1	–	Sell	-55,000	Closed	-$2.45M	–	544
2014 Q4	$2.45M	Sell	55,000 -31,800	-37%	-$1.37M	0.03%	430
2014 Q3	$4M	Buy	+86,800	New	+$4.18M	0.04%	370

Other funds holding LPLA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LPC

Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo)'s LPLA Position: Q2 2024 in Review

Alberta Investment Management Corp (AIMCo) sold out of LPL Financial (LPLA) in Q2 2024, closing a stake of 1,700 shares — an estimated $449K sold.

Alberta Investment Management Corp (AIMCo) first reported a position in LPLA in Q3 2014 and held it in 11 quarters. The position peaked at $5.26M in Q3 2022. 676 funds tracked by Wall St. Rank hold LPLA as of Q2 2024.

Alberta Investment Management Corp (AIMCo) reported no remaining LPL Financial position as of Q2 2024 after selling out during the quarter.
Alberta Investment Management Corp (AIMCo) sold 1,700 LPL Financial shares in Q2 2024, an estimated $449K.
Alberta Investment Management Corp (AIMCo) first reported a position in LPL Financial in Q3 2014 and held it in 11 quarters.
Alberta Investment Management Corp (AIMCo)'s LPL Financial position peaked at $5.26M in Q3 2022.
676 funds tracked by Wall St. Rank held LPL Financial as of Q2 2024.

Based on Alberta Investment Management Corp (AIMCo)'s 13F filing for Q2 2024, filed 13 Aug 2024.