HI
LPLA icon

Handelsinvest Investeringsforvaltning’s LPL Financial LPLA Stock Holding History

Handelsinvest Investeringsforvaltning’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
Q1 		$436K Sell
1,651
-858
-34% -$217K 0.21% 97
2023
Q4 		$571K Buy
+2,509
New +$564K 0.23% 103

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return

Handelsinvest Investeringsforvaltning's LPLA Position: Q1 2024 in Review

Handelsinvest Investeringsforvaltning reduced its LPL Financial (LPLA) stake by 34% in Q1 2024, selling an estimated $217K and leaving 1,651 shares worth $436K. The position accounts for 0.21% of the portfolio, ranked #97.

Handelsinvest Investeringsforvaltning first reported a position in LPLA in Q4 2023 and has held it in 2 quarters since. The position peaked at $571K in Q4 2023. 648 funds tracked by Wall St. Rank hold LPLA as of Q1 2024.

  • Handelsinvest Investeringsforvaltning held 1,651 shares of LPL Financial worth $436K as of Q1 2024.
  • Handelsinvest Investeringsforvaltning sold 858 LPL Financial shares in Q1 2024, an estimated $217K.
  • LPL Financial made up 0.21% of Handelsinvest Investeringsforvaltning's portfolio in Q1 2024, its #97 holding.
  • Handelsinvest Investeringsforvaltning first reported a position in LPL Financial in Q4 2023 and has held it in 2 quarters since.
  • Handelsinvest Investeringsforvaltning's LPL Financial position peaked at $571K in Q4 2023.
  • 648 funds tracked by Wall St. Rank held LPL Financial as of Q1 2024.

Based on Handelsinvest Investeringsforvaltning's 13F filing for Q1 2024, filed 19 Apr 2024.