LPL Financial’s Pluri PLUR Stock Holding History

LPL Financial’s Portfolio PLUR Stock Details PLUR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,393	Closed	-$8.98K	–	5099
2024 Q1	$8.98K	Hold	1,393	–	–	﹤0.01%	4887
2023 Q4	$6.46K	Hold	1,393	–	–	﹤0.01%	4770
2023 Q3	$6.68K	Buy	1,393 +79	+6%	+$439	﹤0.01%	4664
2023 Q2	$8.43K	Buy	+1,314	New	+$9.31K	﹤0.01%	4566
2020 Q4	–	Sell	-1,369	Closed	-$115K	–	3849
2020 Q3	$115K	Sell	1,369 -267	-16%	-$20.4K	﹤0.01%	3342
2020 Q2	$116K	Buy	+1,636	New	+$107K	﹤0.01%	3273

Other funds holding PLUR

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VFA

Values First Advisors Gray, Tennessee $192M AUM 24.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Zurich Cantonal Bank Zurich, Switzerland $46B AUM 27.59% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SWP

SIMA Wealth Partners North Chesterfield, Virginia $131M AUM 14.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's PLUR Position: Q2 2024 in Review

LPL Financial sold out of Pluri (PLUR) in Q2 2024, closing a stake of 1,393 shares — an estimated $8.98K sold.

LPL Financial first reported a position in PLUR in Q2 2020 and held it in 6 quarters. The position peaked at $116K in Q2 2020. 17 funds tracked by Wall St. Rank hold PLUR as of Q2 2024.

LPL Financial reported no remaining Pluri position as of Q2 2024 after selling out during the quarter.
LPL Financial sold 1,393 Pluri shares in Q2 2024, an estimated $8.98K.
LPL Financial first reported a position in Pluri in Q2 2020 and held it in 6 quarters.
LPL Financial's Pluri position peaked at $116K in Q2 2020.
17 funds tracked by Wall St. Rank held Pluri as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.