LPL Financial
ARHS icon

LPL Financial’s Arhaus ARHS Stock Holding History

LPL Financial’s Portfolio ARHS Stock Details ARHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-16,997
Closed -$201K – 4918
2023
Q4 		$201K Buy
16,997
+415
+3% +$3.91K ﹤0.01% 4389
2023
Q3 		$154K Buy
+16,582
New +$174K ﹤0.01% 4320

Other funds holding ARHS

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SAM
Scopus Asset Management New York $7.11B AUM 32.62% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $4.25B AUM 141.71% 1-Year Est. Return
SCA
Summit Creek Advisors Minneapolis, Minnesota $294M AUM 19.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.85B AUM 140.52% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

LPL Financial's ARHS Position: Q1 2024 in Review

LPL Financial sold out of Arhaus (ARHS) in Q1 2024, closing a stake of 16,997 shares — an estimated $201K sold.

LPL Financial first reported a position in ARHS in Q3 2023 and held it in 2 quarters. The position peaked at $201K in Q4 2023. 152 funds tracked by Wall St. Rank hold ARHS as of Q1 2024.

  • LPL Financial reported no remaining Arhaus position as of Q1 2024 after selling out during the quarter.
  • LPL Financial sold 16,997 Arhaus shares in Q1 2024, an estimated $201K.
  • LPL Financial first reported a position in Arhaus in Q3 2023 and held it in 2 quarters.
  • LPL Financial's Arhaus position peaked at $201K in Q4 2023.
  • 152 funds tracked by Wall St. Rank held Arhaus as of Q1 2024.

Based on LPL Financial's 13F filing for Q1 2024, filed 10 May 2024.