LPL Financial
ROI

LPL Financial’s RiskOn International, Inc. Common Stock ROI Stock Holding History

LPL Financial’s Portfolio ROI Stock Details ROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-479
Closed -$75K – 4479
2021
Q3 		$75K Buy
+479
New +$67.2K ﹤0.01% 4188

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SM
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NI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCP
Hexagon Capital Partners Rogers, Arkansas $683M AUM 34.85% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
HPM
Hudson Portfolio Management Garrison, New York $119M AUM 24.19% 1-Year Est. Return
PCWA
Pacific Capital Wealth Advisors Corona, California $663M AUM 14.61% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
SFS
Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

LPL Financial's ROI Position: Q4 2021 in Review

LPL Financial sold out of RiskOn International, Inc. Common Stock (ROI) in Q4 2021, closing a stake of 479 shares — an estimated $75K sold.

LPL Financial first reported a position in ROI in Q3 2021 and held it in 1 quarter. The position peaked at $75K in Q3 2021. 48 funds tracked by Wall St. Rank hold ROI as of Q4 2021.

  • LPL Financial reported no remaining RiskOn International, Inc. Common Stock position as of Q4 2021 after selling out during the quarter.
  • LPL Financial sold 479 RiskOn International, Inc. Common Stock shares in Q4 2021, an estimated $75K.
  • LPL Financial first reported a position in RiskOn International, Inc. Common Stock in Q3 2021 and held it in 1 quarter.
  • LPL Financial's RiskOn International, Inc. Common Stock position peaked at $75K in Q3 2021.
  • 48 funds tracked by Wall St. Rank held RiskOn International, Inc. Common Stock as of Q4 2021.

Based on LPL Financial's 13F filing for Q4 2021, filed 14 Feb 2022.