AWA
LPL icon

Arete Wealth Advisors’s LG Display LPL Stock Holding History

Arete Wealth 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
2023
Q2 		– Sell
-10,919
Closed -$592K – 717
2023
Q1 		$592K Buy
10,919
+2,322
+27% +$13.2K 0.05% 307
2022
Q4 		$509M Buy
+8,597
New +$43.7K 0.04% 323

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
RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FTDI
First Trust Direct Indexing Boston, Massachusetts $1.87B AUM 43.63% 1-Year Est. Return
VIA
Vident Investment Advisory Alpharetta, Georgia $2.9B AUM 24.67% 1-Year Est. Return
EI
Ethic Inc New York $6.39B AUM 29.64% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

Arete Wealth Advisors's LPL Position: Q2 2023 in Review

Arete Wealth Advisors sold out of LG Display (LPL) in Q2 2023, closing a stake of 10,919 shares — an estimated $592K sold.

Arete Wealth Advisors first reported a position in LPL in Q4 2022 and held it in 2 quarters. The position peaked at $509M in Q4 2022. 80 funds tracked by Wall St. Rank hold LPL as of Q2 2023.

  • Arete Wealth Advisors reported no remaining LG Display position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 10,919 LG Display shares in Q2 2023, an estimated $592K.
  • Arete Wealth Advisors first reported a position in LG Display in Q4 2022 and held it in 2 quarters.
  • Arete Wealth Advisors's LG Display position peaked at $509M in Q4 2022.
  • 80 funds tracked by Wall St. Rank held LG Display as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.