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PEAK6 Investments’s LPL Financial LPLA Stock Holding History

PEAK6 Investments’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
2024
Q3 		$22.1M Buy
94,900
+94,500
+23,625% +$21.3M 1.11% 312
2024
Q2 		$112K Sell
400
-900
-69% -$244K 0.01% 2991
2024
Q1 		$343K Sell
1,300
-1,400
-52% -$353K 0.02% 2702
2023
Q4 		$615K Sell
2,700
-600
-18% -$135K 0.03% 2458
2023
Q3 		$784K Sell
3,300
-22,000
-87% -$5.11M 0.04% 2017
2023
Q2 		$5.5M Sell
25,300
-24,300
-49% -$4.87M 0.47% 609
2023
Q1 		$10M Buy
49,600
+49,400
+24,700% +$11.3M 0.64% 387
2022
Q4 		$43.2K Sell
200
-3,700
-95% -$865K ﹤0.01% 3902
2022
Q3 		$852K Sell
3,900
-29,100
-88% -$6.19M 0.03% 2356
2022
Q2 		$6.92M Buy
33,000
+27,400
+489% +$5.2M 0.16% 1129
2022
Q1 		$1.02M Buy
5,600
+4,600
+460% +$801K 0.03% 2480
2021
Q4 		$160K Buy
+1,000
New +$165K ﹤0.01% 4132
2021
Q2 		– Sell
-15,400
Closed -$2.19M – 5735
2021
Q1 		$2.19M Buy
15,400
+12,400
+413% +$1.58M 0.06% 1789
2020
Q4 		$313K Buy
3,000
+1,400
+88% +$126K 0.01% 3458
2020
Q3 		$123K Sell
1,600
-12,400
-89% -$985K ﹤0.01% 3754
2020
Q2 		$1.1M Buy
14,000
+8,900
+175% +$595K 0.05% 1995
2020
Q1 		$278K Buy
+5,100
New +$411K 0.01% 2559

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Samlyn Capital New York $5.82B AUM 36.3% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return