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iA Global Asset Management’s LPL Financial LPLA Stock Holding History

iA Global Asset 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
-1,175
Closed -$328K – 502
2024
Q2 		$328K Sell
1,175
-259
-18% -$70.3K 0.01% 380
2024
Q1 		$379K Sell
1,434
-323
-18% -$81.5K 0.01% 383
2023
Q4 		$400K Buy
1,757
+31
+2% +$6.97K 0.01% 365
2023
Q3 		$410K Buy
+1,726
New +$401K 0.01% 358

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

iA Global Asset Management's LPLA Position: Q3 2024 in Review

iA Global Asset Management sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 1,175 shares — an estimated $328K sold.

iA Global Asset Management first reported a position in LPLA in Q3 2023 and held it in 4 quarters. The position peaked at $410K in Q3 2023. 642 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • iA Global Asset Management reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • iA Global Asset Management sold 1,175 LPL Financial shares in Q3 2024, an estimated $328K.
  • iA Global Asset Management first reported a position in LPL Financial in Q3 2023 and held it in 4 quarters.
  • iA Global Asset Management's LPL Financial position peaked at $410K in Q3 2023.
  • 642 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on iA Global Asset Management's 13F filing for Q3 2024, filed 15 Nov 2024.