LPL Financial
INTT icon

LPL Financial’s inTEST INTT Stock Holding History

LPL Financial’s Portfolio INTT Stock Details INTT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-37,475
Closed -$984K – 4748
2023
Q2 		$984K Buy
37,475
+18,277
+95% +$403K ﹤0.01% 2843
2023
Q1 		$398K Buy
+19,198
New +$288K ﹤0.01% 3518
2021
Q3 		– Sell
-55,315
Closed -$928K – 4375
2021
Q2 		$928K Buy
+55,315
New +$747K ﹤0.01% 2628

Other funds holding INTT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
JIC
Juniper Investment Company New York $313M AUM 79.58% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

LPL Financial's INTT Position: Q3 2023 in Review

LPL Financial sold out of inTEST (INTT) in Q3 2023, closing a stake of 37,475 shares — an estimated $984K sold.

LPL Financial first reported a position in INTT in Q2 2021 and held it in 3 quarters. The position peaked at $984K in Q2 2023. 87 funds tracked by Wall St. Rank hold INTT as of Q3 2023.

  • LPL Financial reported no remaining inTEST position as of Q3 2023 after selling out during the quarter.
  • LPL Financial sold 37,475 inTEST shares in Q3 2023, an estimated $984K.
  • LPL Financial first reported a position in inTEST in Q2 2021 and held it in 3 quarters.
  • LPL Financial's inTEST position peaked at $984K in Q2 2023.
  • 87 funds tracked by Wall St. Rank held inTEST as of Q3 2023.

Based on LPL Financial's 13F filing for Q3 2023, filed 13 Nov 2023.