LPL Financial
AIM

LPL Financial’s AIM ImmunoTech AIM Stock Holding History

LPL Financial’s Portfolio AIM Stock Details AIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-160
Closed -$9K – 4669
2022
Q3 		$9K Hold
160
– – ﹤0.01% 4380
2022
Q2 		$12K Sell
160
-5
-3% -$480 ﹤0.01% 4378
2022
Q1 		$17K Hold
165
– – ﹤0.01% 4133
2021
Q4 		$15K Hold
165
– – ﹤0.01% 4305
2021
Q3 		$33K Sell
165
-5
-3% -$1.01K ﹤0.01% 4261
2021
Q2 		$37K Buy
170
+5
+3% +$1.07K ﹤0.01% 4164
2021
Q1 		$37K Buy
165
+40
+32% +$9.03K ﹤0.01% 4017
2020
Q4 		$22K Sell
125
-80
-39% -$16K ﹤0.01% 3777
2020
Q3 		$44K Buy
+205
New +$51.2K ﹤0.01% 3449

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LPL Financial's AIM Position: Q4 2022 in Review

LPL Financial sold out of AIM ImmunoTech (AIM) in Q4 2022, closing a stake of 160 shares — an estimated $9K sold.

LPL Financial first reported a position in AIM in Q3 2020 and held it in 9 quarters. The position peaked at $44K in Q3 2020. 35 funds tracked by Wall St. Rank hold AIM as of Q4 2022.

  • LPL Financial reported no remaining AIM ImmunoTech position as of Q4 2022 after selling out during the quarter.
  • LPL Financial sold 160 AIM ImmunoTech shares in Q4 2022, an estimated $9K.
  • LPL Financial first reported a position in AIM ImmunoTech in Q3 2020 and held it in 9 quarters.
  • LPL Financial's AIM ImmunoTech position peaked at $44K in Q3 2020.
  • 35 funds tracked by Wall St. Rank held AIM ImmunoTech as of Q4 2022.

Based on LPL Financial's 13F filing for Q4 2022, filed 7 Feb 2023.