LPL Financial
AQMS icon

LPL Financial’s Aqua Metals AQMS Stock Holding History

LPL Financial’s Portfolio AQMS Stock Details AQMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-303
Closed -$11.3K – 5289
2024
Q3 		$11.3K Buy
303
+37
+14% +$1.93K ﹤0.01% 5118
2024
Q2 		$17K Buy
266
+71
+36% +$6.5K ﹤0.01% 4945
2024
Q1 		$20.9K Sell
195
-31
-14% -$3.47K ﹤0.01% 4842
2023
Q4 		$34.3K Buy
226
+68
+43% +$12.1K ﹤0.01% 4693
2023
Q3 		$35.7K Buy
158
+50
+46% +$12K ﹤0.01% 4557
2023
Q2 		$25.2K Buy
108
+15
+16% +$3.27K ﹤0.01% 4495
2023
Q1 		$18.6K Buy
93
+11
+13% +$2.57K ﹤0.01% 4417
2022
Q4 		$20.5K Sell
82
-41
-33% -$6.26K ﹤0.01% 4359
2022
Q3 		$19K Hold
123
– – ﹤0.01% 4334
2022
Q2 		$20K Buy
123
+56
+84% +$11K ﹤0.01% 4342
2022
Q1 		$20K Sell
67
-8
-11% -$1.81K ﹤0.01% 4122
2021
Q4 		$18K Buy
75
+3
+4% +$1.06K ﹤0.01% 4294
2021
Q3 		$30K Sell
72
-5
-6% -$2.27K ﹤0.01% 4265
2021
Q2 		$46K Buy
+77
New +$46.9K ﹤0.01% 4148

Other funds holding AQMS

Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IC
IEQ Capital Foster City, California $21.5B AUM 75.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 AQMS Position: Q4 2024 in Review

LPL Financial sold out of Aqua Metals (AQMS) in Q4 2024, closing a stake of 303 shares — an estimated $11.3K sold.

LPL Financial first reported a position in AQMS in Q2 2021 and held it in 14 quarters. The position peaked at $46K in Q2 2021. 30 funds tracked by Wall St. Rank hold AQMS as of Q4 2024.

  • LPL Financial reported no remaining Aqua Metals position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 303 Aqua Metals shares in Q4 2024, an estimated $11.3K.
  • LPL Financial first reported a position in Aqua Metals in Q2 2021 and held it in 14 quarters.
  • LPL Financial's Aqua Metals position peaked at $46K in Q2 2021.
  • 30 funds tracked by Wall St. Rank held Aqua Metals as of Q4 2024.

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