LPL Financial
OSS icon

LPL Financial’s One Stop Systems OSS Stock Holding History

LPL Financial’s Portfolio OSS Stock Details OSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-38,000
Closed -$188K – 4340
2021
Q4 		$188K Buy
+38,000
New +$191K ﹤0.01% 4003

Other funds holding OSS

BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
LLL
Lynrock Lake LP Rye Brook, New York $1.46B AUM 17.55% 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
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

LPL Financial's OSS Position: Q1 2022 in Review

LPL Financial sold out of One Stop Systems (OSS) in Q1 2022, closing a stake of 38,000 shares — an estimated $188K sold.

LPL Financial first reported a position in OSS in Q4 2021 and held it in 1 quarter. The position peaked at $188K in Q4 2021. 29 funds tracked by Wall St. Rank hold OSS as of Q1 2022.

  • LPL Financial reported no remaining One Stop Systems position as of Q1 2022 after selling out during the quarter.
  • LPL Financial sold 38,000 One Stop Systems shares in Q1 2022, an estimated $188K.
  • LPL Financial first reported a position in One Stop Systems in Q4 2021 and held it in 1 quarter.
  • LPL Financial's One Stop Systems position peaked at $188K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held One Stop Systems as of Q1 2022.

Based on LPL Financial's 13F filing for Q1 2022, filed 16 May 2022.