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Point72 Hong Kong’s LPL Financial LPLA Stock Holding History

Point72 Hong Kong’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 		– Sell
-6,406
Closed -$1.79M – 574
2024
Q2 		$1.79M Sell
6,406
-6,482
-50% -$1.76M 0.11% 154
2024
Q1 		$3.41M Buy
12,888
+8,184
+174% +$2.07M 0.17% 142
2023
Q4 		$1.07M Buy
+4,704
New +$1.06M 0.06% 272
2022
Q2 		– Sell
-8,479
Closed -$1.55M – 2211
2022
Q1 		$1.55M Buy
+8,479
New +$1.48M 0.05% 388
2021
Q3 		– Sell
-6,324
Closed -$854K – 2246
2021
Q2 		$854K Buy
+6,324
New +$920K 0.03% 756
2020
Q2 		– Sell
-458
Closed -$25K – 1310
2020
Q1 		$25K Sell
458
-3,824
-89% -$308K 0.01% 497
2019
Q4 		$395K Buy
4,282
+3,550
+485% +$305K 0.09% 184
2019
Q3 		$60K Sell
732
-3,348
-82% -$268K 0.02% 546
2019
Q2 		$333K Buy
4,080
+3,506
+611% +$277K 0.09% 193
2019
Q1 		$40K Buy
+574
New +$41.4K 0.02% 569
2018
Q2 		– Sell
-556
Closed -$34K – 1055
2018
Q1 		$34K Buy
+556
New +$34.5K 0.02% 537
2017
Q4 		– Sell
-257
Closed -$13K – 979
2017
Q3 		$13K Buy
+257
New +$11.8K 0.01% 457
2017
Q2 		– Sell
-95
Closed -$4K – 933
2017
Q1 		$4K Sell
95
-153
-62% -$6.01K 0.01% 594
2016
Q4 		$9K Buy
+248
New +$8.67K 0.01% 664
2015
Q2 		– Sell
-652
Closed -$29K – 225
2015
Q1 		$29K Buy
+652
New +$28.8K 0.03% 222

Other funds holding LPLA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SC
Samlyn Capital New York $6.14B AUM 42.05% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

Point72 Hong Kong's LPLA Position: Q3 2024 in Review

Point72 Hong Kong sold out of LPL Financial (LPLA) in Q3 2024, closing a stake of 6,406 shares — an estimated $1.79M sold.

Point72 Hong Kong first reported a position in LPLA in Q1 2015 and held it in 15 quarters. The position peaked at $3.41M in Q1 2024. 644 funds tracked by Wall St. Rank hold LPLA as of Q3 2024.

  • Point72 Hong Kong reported no remaining LPL Financial position as of Q3 2024 after selling out during the quarter.
  • Point72 Hong Kong sold 6,406 LPL Financial shares in Q3 2024, an estimated $1.79M.
  • Point72 Hong Kong first reported a position in LPL Financial in Q1 2015 and held it in 15 quarters.
  • Point72 Hong Kong's LPL Financial position peaked at $3.41M in Q1 2024.
  • 644 funds tracked by Wall St. Rank held LPL Financial as of Q3 2024.

Based on Point72 Hong Kong's 13F filing for Q3 2024, filed 14 Nov 2024.