LPL Financial
ANY icon

LPL Financial’s Sphere 3D ANY Stock Holding History

LPL Financial’s Portfolio ANY Stock Details ANY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-3,639
Closed -$32.9K – 5287
2024
Q3 		$32.9K Hold
3,639
– – ﹤0.01% 5043
2024
Q2 		$39.3K Hold
3,639
– – ﹤0.01% 4868
2024
Q1 		$56K Buy
3,639
+1,064
+41% +$21.7K ﹤0.01% 4755
2023
Q4 		$85.5K Buy
+2,575
New +$35K ﹤0.01% 4579
2022
Q1 		– Sell
-318
Closed -$69K – 4181
2021
Q4 		$69K Buy
318
+3
+1% +$1.16K ﹤0.01% 4189
2021
Q3 		$131K Buy
315
+163
+107% +$52.3K ﹤0.01% 4084
2021
Q2 		$28K Buy
+152
New +$21.6K ﹤0.01% 4181
2021
Q1 		– Sell
-390
Closed -$39K – 4076
2020
Q4 		$39K Buy
+390
New +$44.6K ﹤0.01% 3744

Other funds holding ANY

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TSS
Two Sigma Securities New York $861M AUM 21.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial's ANY Position: Q4 2024 in Review

LPL Financial sold out of Sphere 3D (ANY) in Q4 2024, closing a stake of 3,639 shares — an estimated $32.9K sold.

LPL Financial first reported a position in ANY in Q4 2020 and held it in 8 quarters. The position peaked at $131K in Q3 2021. 24 funds tracked by Wall St. Rank hold ANY as of Q4 2024.

  • LPL Financial reported no remaining Sphere 3D position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 3,639 Sphere 3D shares in Q4 2024, an estimated $32.9K.
  • LPL Financial first reported a position in Sphere 3D in Q4 2020 and held it in 8 quarters.
  • LPL Financial's Sphere 3D position peaked at $131K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held Sphere 3D as of Q4 2024.

Based on LPL Financial's 13F filing for Q4 2024, filed 11 Feb 2025.