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Andra AP-fonden’s LPL Financial LPLA Stock Holding History

Andra AP-fonden’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
-13,500
Closed -$3.14M – 432
2024
Q3 		$3.14M Buy
13,500
+13,400
+13,400% +$3.02M 0.05% 338
2024
Q2 		$27.9K Sell
100
-26,400
-100% -$7.17M ﹤0.01% 413
2024
Q1 		$7M Sell
26,500
-3,200
-11% -$808K 0.12% 235
2023
Q4 		$6.76M Buy
29,700
+10,800
+57% +$2.43M 0.36% 133
2023
Q3 		$4.49M Sell
18,900
-15,100
-44% -$3.51M 0.26% 183
2023
Q2 		$7.39M Buy
34,000
+3,500
+11% +$701K 0.19% 236
2023
Q1 		$6.17M Buy
30,500
+400
+1% +$91.4K 0.16% 282
2022
Q4 		$6.51M Buy
30,100
+9,000
+43% +$2.1M 0.2% 215
2022
Q3 		$4.61M Sell
21,100
-500
-2% -$106K 0.15% 308
2022
Q2 		$3.98M Buy
+21,600
New +$4.1M 0.11% 400

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

Andra AP-fonden's LPLA Position: Q4 2024 in Review

Andra AP-fonden sold out of LPL Financial (LPLA) in Q4 2024, closing a stake of 13,500 shares — an estimated $3.14M sold.

Andra AP-fonden first reported a position in LPLA in Q2 2022 and held it in 10 quarters. The position peaked at $7.39M in Q2 2023. 724 funds tracked by Wall St. Rank hold LPLA as of Q4 2024.

  • Andra AP-fonden reported no remaining LPL Financial position as of Q4 2024 after selling out during the quarter.
  • Andra AP-fonden sold 13,500 LPL Financial shares in Q4 2024, an estimated $3.14M.
  • Andra AP-fonden first reported a position in LPL Financial in Q2 2022 and held it in 10 quarters.
  • Andra AP-fonden's LPL Financial position peaked at $7.39M in Q2 2023.
  • 724 funds tracked by Wall St. Rank held LPL Financial as of Q4 2024.

Based on Andra AP-fonden's 13F filing for Q4 2024, filed 7 Feb 2025.