LPL Financial
SOS

LPL Financial’s SOS Limited SOS Stock Holding History

LPL Financial’s Portfolio SOS Stock Details SOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-14
Closed -$2K – 4510
2022
Q2 		$2K Hold
14
– – ﹤0.01% 4414
2022
Q1 		$6K Hold
14
– – ﹤0.01% 4166
2021
Q4 		$9K Hold
14
– – ﹤0.01% 4324
2021
Q3 		$22K Buy
+14
New +$28.1K ﹤0.01% 4282

Other funds holding SOS

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
EPM
Equitec Proprietary Markets Chicago, Illinois $559M AUM 230.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
SC
Stephens Consulting Flint, Michigan $309M AUM 14.46% 1-Year Est. Return

LPL Financial's SOS Position: Q3 2022 in Review

LPL Financial sold out of SOS Limited (SOS) in Q3 2022, closing a stake of 14 shares — an estimated $2K sold.

LPL Financial first reported a position in SOS in Q3 2021 and held it in 4 quarters. The position peaked at $22K in Q3 2021. 18 funds tracked by Wall St. Rank hold SOS as of Q3 2022.

  • LPL Financial reported no remaining SOS Limited position as of Q3 2022 after selling out during the quarter.
  • LPL Financial sold 14 SOS Limited shares in Q3 2022, an estimated $2K.
  • LPL Financial first reported a position in SOS Limited in Q3 2021 and held it in 4 quarters.
  • LPL Financial's SOS Limited position peaked at $22K in Q3 2021.
  • 18 funds tracked by Wall St. Rank held SOS Limited as of Q3 2022.

Based on LPL Financial's 13F filing for Q3 2022, filed 14 Nov 2022.