LPL Financial’s Inter&Co INTR Stock Holding History

LPL Financial’s Portfolio INTR Stock Details INTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-12,500	Closed	-$83.3K	–	5370
2024 Q3	$83.3K	Sell	12,500 -2,000	-14%	-$13.8K	﹤0.01%	4928
2024 Q2	$89.2K	Buy	+14,500	New	+$83.5K	﹤0.01%	4763

Other funds holding INTR

SoftBank Group Tokyo, Japan $18.2B AUM 177.65% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LPL Financial's INTR Position: Q4 2024 in Review

LPL Financial sold out of Inter&Co (INTR) in Q4 2024, closing a stake of 12,500 shares — an estimated $83.3K sold.

LPL Financial first reported a position in INTR in Q2 2024 and held it in 2 quarters. The position peaked at $89.2K in Q2 2024. 108 funds tracked by Wall St. Rank hold INTR as of Q4 2024.

LPL Financial reported no remaining Inter&Co position as of Q4 2024 after selling out during the quarter.
LPL Financial sold 12,500 Inter&Co shares in Q4 2024, an estimated $83.3K.
LPL Financial first reported a position in Inter&Co in Q2 2024 and held it in 2 quarters.
LPL Financial's Inter&Co position peaked at $89.2K in Q2 2024.
108 funds tracked by Wall St. Rank held Inter&Co as of Q4 2024.

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