LPL Financial
CHCI icon

LPL Financial’s Comstock Holding Companies CHCI Stock Holding History

LPL Financial’s Portfolio CHCI Stock Details CHCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14,223
Closed -$142K – 5307
2024
Q3 		$142K Sell
14,223
-5,516
-28% -$39.5K ﹤0.01% 4814
2024
Q2 		$126K Buy
+19,739
New +$130K ﹤0.01% 4689

Other funds holding CHCI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CCM
Corsair Capital Management New York $673M AUM 109.99% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GC
GatePass Capital Independence, Ohio $214M AUM 29.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
HBCM
Heron Bay Capital Management Bloomfield Hills, Michigan $1.08B AUM 7.99% 1-Year Est. Return

LPL Financial's CHCI Position: Q4 2024 in Review

LPL Financial sold out of Comstock Holding Companies (CHCI) in Q4 2024, closing a stake of 14,223 shares — an estimated $142K sold.

LPL Financial first reported a position in CHCI in Q2 2024 and held it in 2 quarters. The position peaked at $142K in Q3 2024. 19 funds tracked by Wall St. Rank hold CHCI as of Q4 2024.

  • LPL Financial reported no remaining Comstock Holding Companies position as of Q4 2024 after selling out during the quarter.
  • LPL Financial sold 14,223 Comstock Holding Companies shares in Q4 2024, an estimated $142K.
  • LPL Financial first reported a position in Comstock Holding Companies in Q2 2024 and held it in 2 quarters.
  • LPL Financial's Comstock Holding Companies position peaked at $142K in Q3 2024.
  • 19 funds tracked by Wall St. Rank held Comstock Holding Companies as of Q4 2024.

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