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Alera Investment Advisors’s LG Display LPL Stock Holding History

Alera Investment Advisors’s Portfolio LPL Stock Details LPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-14,431
Closed -$59.2K – 286
2024
Q1 		$59.2K Buy
14,431
+3,517
+32% +$15.7K 0.01% 168
2023
Q4 		$52.6K Buy
10,914
+34
+0.3% +$162 0.01% 165
2023
Q3 		$53.1K Sell
10,880
-1,189
-10% -$6.26K 0.01% 158
2023
Q2 		$73.1K Buy
12,069
+48
+0.4% +$292 0.02% 168
2023
Q1 		$76.7K Buy
12,021
+140
+1% +$795 0.02% 166
2022
Q4 		$58.9K Buy
11,881
+1,677
+16% +$8.53K 0.01% 174
2022
Q3 		$42K Sell
10,204
-1,999
-16% -$11.3K 0.01% 170
2022
Q2 		$68K Buy
12,203
+1,925
+19% +$13.1K 0.02% 178
2022
Q1 		$85K Buy
+10,278
New +$87.4K 0.02% 181
2019
Q2 		– Sell
-2,766
Closed -$24K – 598
2019
Q1 		$24K Buy
2,766
+926
+50% +$8.25K 0.01% 249
2018
Q4 		$15K Buy
+1,840
New +$14.4K 0.01% 349

Other funds holding LPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Alera Investment Advisors's LPL Position: Q2 2024 in Review

Alera Investment Advisors sold out of LG Display (LPL) in Q2 2024, closing a stake of 14,431 shares — an estimated $59.2K sold.

Alera Investment Advisors first reported a position in LPL in Q4 2018 and held it in 11 quarters. The position peaked at $85K in Q1 2022. 91 funds tracked by Wall St. Rank hold LPL as of Q2 2024.

  • Alera Investment Advisors reported no remaining LG Display position as of Q2 2024 after selling out during the quarter.
  • Alera Investment Advisors sold 14,431 LG Display shares in Q2 2024, an estimated $59.2K.
  • Alera Investment Advisors first reported a position in LG Display in Q4 2018 and held it in 11 quarters.
  • Alera Investment Advisors's LG Display position peaked at $85K in Q1 2022.
  • 91 funds tracked by Wall St. Rank held LG Display as of Q2 2024.

Based on Alera Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.