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Natixis Investment Managers International’s LPL Financial LPLA Stock Holding History

Natixis Investment Managers International’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,590
Closed -$293K – 366
2022
Q2 		$293K Buy
+1,590
New +$302K 0.01% 363

Other funds holding LPLA

Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Natixis Investment Managers International's LPLA Position: Q3 2022 in Review

Natixis Investment Managers International sold out of LPL Financial (LPLA) in Q3 2022, closing a stake of 1,590 shares — an estimated $293K sold.

Natixis Investment Managers International first reported a position in LPLA in Q2 2022 and held it in 1 quarter. The position peaked at $293K in Q2 2022. 582 funds tracked by Wall St. Rank hold LPLA as of Q3 2022.

  • Natixis Investment Managers International reported no remaining LPL Financial position as of Q3 2022 after selling out during the quarter.
  • Natixis Investment Managers International sold 1,590 LPL Financial shares in Q3 2022, an estimated $293K.
  • Natixis Investment Managers International first reported a position in LPL Financial in Q2 2022 and held it in 1 quarter.
  • Natixis Investment Managers International's LPL Financial position peaked at $293K in Q2 2022.
  • 582 funds tracked by Wall St. Rank held LPL Financial as of Q3 2022.

Based on Natixis Investment Managers International's 13F filing for Q3 2022, filed 14 Nov 2022.