LPL Financial
AIFU

LPL Financial’s AIFU Inc AIFU Stock Holding History

LPL Financial’s Portfolio AIFU Stock Details AIFU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-22
Closed -$225K – 3446
2019
Q4 		$225K Buy
+22
New +$227K ﹤0.01% 3016

Other funds holding AIFU

Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LPL Financial's AIFU Position: Q1 2020 in Review

LPL Financial sold out of AIFU Inc (AIFU) in Q1 2020, closing a stake of 22 shares — an estimated $225K sold.

LPL Financial first reported a position in AIFU in Q4 2019 and held it in 1 quarter. The position peaked at $225K in Q4 2019. 42 funds tracked by Wall St. Rank hold AIFU as of Q1 2020.

  • LPL Financial reported no remaining AIFU Inc position as of Q1 2020 after selling out during the quarter.
  • LPL Financial sold 22 AIFU Inc shares in Q1 2020, an estimated $225K.
  • LPL Financial first reported a position in AIFU Inc in Q4 2019 and held it in 1 quarter.
  • LPL Financial's AIFU Inc position peaked at $225K in Q4 2019.
  • 42 funds tracked by Wall St. Rank held AIFU Inc as of Q1 2020.

Based on LPL Financial's 13F filing for Q1 2020, filed 14 May 2020.