Aquila Investment Management’s LPL Financial LPLA Stock Holding History

Aquila 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	-6,000	Closed	-$1.68M	–	68
2024 Q2	$1.68M	Hold	6,000	–	–	1.57%	31
2024 Q1	$1.59M	Hold	6,000	–	–	1.35%	33
2023 Q4	$1.37M	Sell	6,000 -2,000	-25%	-$450K	1.18%	37
2023 Q3	$1.9M	Buy	8,000 +2,000	+33%	+$464K	1.75%	18
2023 Q2	$1.3M	Hold	6,000	–	–	1.07%	46
2023 Q1	$1.21M	Hold	6,000	–	–	1%	47
2022 Q4	$1.3M	Sell	6,000 -3,000	-33%	-$701K	1%	48
2022 Q3	$1.97M	Hold	9,000	–	–	1.47%	26
2022 Q2	$1.66M	Sell	9,000 -7,000	-44%	-$1.33M	1.18%	34
2022 Q1	$2.92M	Hold	16,000	–	–	1.66%	18
2021 Q4	$2.56M	Buy	+16,000	New	+$2.64M	1.24%	32

Other funds holding LPLA

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return

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

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

Aquila Investment Management sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 6,000 shares — an estimated $1.68M sold.

Aquila Investment Management first reported a position in LPLA in Q4 2021 and held it in 11 quarters. The position peaked at $2.92M in Q1 2022. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

Aquila Investment Management reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
Aquila Investment Management sold 6,000 LPL Financial shares in Q3 2024, an estimated $1.68M.
Aquila Investment Management first reported a position in LPL Financial in Q4 2021 and held it in 11 quarters.
Aquila Investment Management's LPL Financial position peaked at $2.92M in Q1 2022.
642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Aquila Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.